ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,941
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.26%
2 Healthcare 6.73%
3 Financials 6.59%
4 Industrials 6.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
-361
1577
-72
1578
-199
1579
-100
1580
-260
1581
-774
1582
-34
1583
-1,380
1584
-40
1585
-355
1586
-48
1587
-97
1588
-654
1589
-2,000
1590
-80
1591
-129
1592
-11
1593
-5,627
1594
-532
1595
-3,578
1596
-2,475
1597
-726
1598
-3,157
1599
-68
1600
-28