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
$398M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.8M
3
+$14.5M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.36M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.01M

Top Sells

1
+$25.5M
2
+$22M
3
+$4.01M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.41M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.28M

Sector Composition

1 Technology 11.86%
2 Financials 6.28%
3 Healthcare 5.87%
4 Consumer Discretionary 5.77%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$288K 0.07%
7,020
+1,188
227
$285K 0.07%
+13,663
228
$278K 0.07%
3,863
-166
229
$263K 0.07%
2,413
-10
230
$260K 0.07%
+2,144
231
$258K 0.06%
4,047
-655
232
$254K 0.06%
804
-55
233
$251K 0.06%
79,787
234
$246K 0.06%
2,017
+39
235
$244K 0.06%
1,631
+137
236
$243K 0.06%
6,800
237
$240K 0.06%
+7,786
238
$240K 0.06%
5,446
+430
239
$235K 0.06%
4,512
240
$234K 0.06%
4,981
241
$231K 0.06%
+145
242
$223K 0.06%
1,922
-629
243
$216K 0.05%
+5,949
244
$212K 0.05%
379
+50
245
$178K 0.04%
12,116
-1,731
246
$172K 0.04%
12,038
247
$168K 0.04%
10,590
+14
248
$135K 0.03%
62,878
249
$122K 0.03%
251
-3
250
$80.7K 0.02%
2,598
7 8 9
10
11