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
-123
1677
-42
1678
-263
1679
-92
1680
-174
1681
-24
1682
-57
1683
-16
1684
-326
1685
-48
1686
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1687
-2,006
1688
-203
1689
-43
1690
-17
1691
-539
1692
-1,200
1693
-1,077
1694
-2,565
1695
-106
1696
-426
1697
-264
1698
-632
1699
-973
1700
-8,861