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
1851
-1,797
1852
-89
1853
-650
1854
-194
1855
-682
1856
-1,642
1857
-35
1858
-521
1859
-89
1860
-61
1861
-275
1862
-4,307
1863
-123
1864
-344
1865
-54
1866
-393
1867
-365
1868
-34
1869
-4,826
1870
-104
1871
-100
1872
-1,249
1873
-133
1874
-168
1875
-201