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
1651
-89
1652
-60
1653
-361
1654
-72
1655
-199
1656
-100
1657
-260
1658
-774
1659
-34
1660
-1,380
1661
-40
1662
-355
1663
-48
1664
-97
1665
-654
1666
-2,000
1667
-80
1668
-129
1669
-11
1670
-5,627
1671
-532
1672
-3,578
1673
-2,475
1674
-726
1675
-3,157