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
$1.75B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$5.61M
3
+$4.56M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.5M
5
AMGN icon
Amgen
AMGN
+$4.39M

Top Sells

1
+$7.89M
2
+$3.57M
3
+$2.8M
4
TSCO icon
Tractor Supply
TSCO
+$2.66M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.64M

Sector Composition

1 Technology 13.59%
2 Financials 7.33%
3 Healthcare 6.81%
4 Industrials 6.33%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.43M 0.08%
18,354
-3,911
252
$1.42M 0.08%
36,142
+2,135
253
$1.41M 0.08%
16,137
-181
254
$1.4M 0.08%
8,202
-162
255
$1.39M 0.08%
23,789
-676
256
$1.39M 0.08%
10,775
+3,868
257
$1.38M 0.08%
20,601
-2,966
258
$1.37M 0.08%
15,251
-465
259
$1.34M 0.08%
10,360
-1,719
260
$1.33M 0.08%
31,759
+293
261
$1.33M 0.08%
53,037
+2,538
262
$1.32M 0.08%
9,611
-410
263
$1.32M 0.08%
1,824
+27
264
$1.3M 0.07%
2,711
+426
265
$1.29M 0.07%
3,250
266
$1.29M 0.07%
7,999
+679
267
$1.29M 0.07%
10,471
+569
268
$1.28M 0.07%
10,042
+3,080
269
$1.28M 0.07%
11,269
-163
270
$1.27M 0.07%
8,008
-5,248
271
$1.27M 0.07%
2
272
$1.24M 0.07%
4,970
+1,530
273
$1.24M 0.07%
61,817
274
$1.23M 0.07%
12,343
-378
275
$1.22M 0.07%
28,801
+166
9 10
11
12 13