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
301
$644K 0.06%
1,829
+87
302
$642K 0.06%
138,957
+611
303
$639K 0.06%
7,602
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304
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$628K 0.06%
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$624K 0.06%
10,673
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307
$606K 0.06%
29,181
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$606K 0.06%
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309
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$592K 0.06%
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311
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312
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34,136
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4,412
-5,710
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$577K 0.06%
11,663
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315
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877
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11,092
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$558K 0.05%
9,169
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$551K 0.05%
+18,178
323
$548K 0.05%
6,284
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324
$539K 0.05%
4,168
+2,314
325
$534K 0.05%
3,811
-18