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
1751
-7
1752
-209
1753
-125
1754
-211
1755
-66
1756
-201
1757
-69
1758
-216
1759
-2,091
1760
-2,542
1761
-2,631
1762
-2,000
1763
-1,575
1764
-53
1765
-3,136
1766
-2,000
1767
-27
1768
-50
1769
-2,047
1770
-2,871
1771
-476
1772
-5,000
1773
-2,587
1774
-68
1775
-44