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
$1.03B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.19M
3
+$9.17M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$8.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$18M
2
+$4.41M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.6M

Sector Composition

1 Technology 12.4%
2 Industrials 7.8%
3 Financials 7.02%
4 Healthcare 6.69%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$820K 0.08%
+9,701
277
$815K 0.08%
4,906
+406
278
$813K 0.08%
3,691
+2,324
279
$809K 0.08%
19,255
+2,288
280
$798K 0.08%
18,384
-347
281
$794K 0.08%
4,622
+878
282
$783K 0.08%
+15,666
283
$766K 0.07%
9,478
+885
284
$759K 0.07%
15,922
+579
285
$758K 0.07%
1,982
+212
286
$748K 0.07%
+10,329
287
$734K 0.07%
+15,863
288
$727K 0.07%
+5,216
289
$727K 0.07%
9,934
+226
290
$712K 0.07%
+15,480
291
$712K 0.07%
2,884
+1,301
292
$705K 0.07%
16,788
+2,093
293
$704K 0.07%
8,959
+4,605
294
$693K 0.07%
+31,351
295
$686K 0.07%
4,713
+1,343
296
$683K 0.07%
5,803
+3,673
297
$680K 0.07%
2,630
-126
298
$665K 0.06%
26,209
+1,197
299
$650K 0.06%
+18,571
300
$647K 0.06%
17,169
+588
10 11
12
13 14