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
1626
-1,045
1627
-2,642
1628
-111
1629
-483
1630
-358
1631
-1,222
1632
-368
1633
-103
1634
-11
1635
-4,647
1636
-71
1637
-827
1638
-366
1639
-46
1640
-856
1641
-100
1642
-225
1643
-4
1644
-100
1645
-70
1646
-183
1647
-88
1648
-5,402
1649
-8,533
1650
-284