ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $2.83B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$63.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$5.86M
3
+$5.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.01M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.14M

Top Sells

1
+$5.51M
2
+$4.94M
3
+$4.48M
4
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$4.42M
5
HBI icon
Hanesbrands
HBI
+$2.17M

Sector Composition

1 Financials 11.28%
2 Consumer Discretionary 8.57%
3 Technology 7.6%
4 Industrials 6.82%
5 Consumer Staples 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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242
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