ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
1-Year Return
15.69%
This Quarter Return
+6.58%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$655M
AUM Growth
+$64M
(+11%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
4.16%
Top 10 Holdings %
Top 10 Hldgs %
23.35%
Holding
343
New
47
Increased
174
Reduced
87
Closed
11
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$23.8M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$3.62M |
| 3 |
HFRO
Highland Opportunities and Income Fund
HFRO
|
$3.48M |
| 4 |
EPAM Systems
EPAM
|
$1.25M |
| 5 |
NUAN
Nuance Communications, Inc.
NUAN
|
$1.24M |
Sector Composition
| 1 | Technology | 9.53% |
| 2 | Industrials | 9.33% |
| 3 | Healthcare | 6.77% |
| 4 | Financials | 5.95% |
| 5 | Consumer Discretionary | 5.19% |
