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
1776
-17
1777
-539
1778
-1,200
1779
-1,077
1780
-2,565
1781
-106
1782
-426
1783
-264
1784
-632
1785
-973
1786
-8,861
1787
-102
1788
-32
1789
-4,307
1790
-26
1791
-1,242
1792
-99
1793
-39
1794
-1,649
1795
-89
1796
-14
1797
-24
1798
-2,500
1799
-377
1800
-6,744