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
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-95,720
252
– –
-85,350
253
– –
-6,996
254
– –
-12,740
255
– –
-6,211
256
– –
-3,331
257
– –
-5,000
258
– –
-10,351
7 8 9 10
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