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
-7
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-209
1578
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1579
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1580
-66
1581
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1582
-2,000
1583
-1,575
1584
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1585
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1586
-2,000
1587
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1588
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1589
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1590
-2,871
1591
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1592
-5,000
1593
-2,587
1594
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1595
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1596
-3,663
1597
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1598
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1599
-767
1600
-20