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
$655M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.78M
3
+$2.99M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.94M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.85M

Top Sells

1
+$23.8M
2
+$3.62M
3
+$3.48M
4
EPAM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$259K 0.04%
+5,028
302
$258K 0.04%
4,651
+4
303
$258K 0.04%
3,400
304
$248K 0.04%
16,684
+6,095
305
$244K 0.04%
+5,987
306
$242K 0.04%
83,887
307
$242K 0.04%
4,039
-4,405
308
$241K 0.04%
+10,518
309
$240K 0.04%
+11,156
310
$239K 0.04%
6,576
311
$239K 0.04%
986
-211
312
$235K 0.04%
+2,289
313
$235K 0.04%
24,032
-1,928
314
$234K 0.04%
4,512
315
$225K 0.03%
4,524
-4,703
316
$214K 0.03%
+3,739
317
$213K 0.03%
+349
318
$212K 0.03%
+3,885
319
$210K 0.03%
+8,080
320
$208K 0.03%
11,876
321
$208K 0.03%
+3,839
322
$206K 0.03%
+568
323
$206K 0.03%
14,114
324
$205K 0.03%
+3,772
325
$204K 0.03%
+5,248
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