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
$591M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$5.83M
3
+$4.83M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$4.55M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.47M

Top Sells

1
+$2.87M
2
+$2.78M
3
+$2.63M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.1M

Sector Composition

1 Technology 10.2%
2 Industrials 9.83%
3 Healthcare 7%
4 Financials 6.07%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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