ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $4.1B
1-Year Est. Return 20.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.55%
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
+$6.69M
2
+$5.69M
3
+$5.62M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$4.81M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.13M

Top Sells

1
+$4.63M
2
+$4.32M
3
+$3.99M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$3.91M
5
HBI
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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-141,798
240
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241
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