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
-175
1752
-582
1753
-52
1754
-195
1755
-20
1756
-47
1757
-165
1758
-3,744
1759
-91
1760
-188
1761
-200
1762
-1,673
1763
-154
1764
-106
1765
-74
1766
-192
1767
-487
1768
-3,144
1769
-16
1770
-326
1771
-48
1772
-118
1773
-2,006
1774
-203
1775
-43