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
-3,663
1777
-16
1778
-290
1779
-767
1780
-20
1781
-23
1782
-177
1783
-301
1784
-3,417
1785
-203
1786
-50
1787
-1,115
1788
-12,512
1789
-5,165
1790
-177
1791
-30
1792
-670
1793
-579
1794
-206
1795
-140
1796
-607
1797
-80
1798
-20
1799
-2,671
1800
-1,022