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
1726
-70
1727
-713
1728
-1,705
1729
-128
1730
-2,022
1731
-127
1732
-1,140
1733
-78
1734
-7,467
1735
-44
1736
0
1737
-4,261
1738
-1,600
1739
-895
1740
-1,542
1741
-25
1742
-22
1743
-189
1744
-2,276
1745
-60
1746
-55
1747
-2,099
1748
-5,952
1749
-14
1750
-269