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
1676
-68
1677
-28
1678
-58
1679
-170
1680
-41
1681
-1,177
1682
-5,177
1683
-665
1684
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1685
-55
1686
-98
1687
-174
1688
-1
1689
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1690
-51
1691
-4
1692
-2
1693
-1,050
1694
-18
1695
-233
1696
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1697
-11
1698
-504
1699
-298
1700
-1,797