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
+391
304
$634K 0.06%
+14,725
305
$628K 0.06%
2,358
-929
306
$624K 0.06%
10,673
+1,164
307
$606K 0.06%
29,181
+10,677
308
$606K 0.06%
2,290
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309
$603K 0.06%
3,492
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310
$592K 0.06%
9,538
+1,717
311
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8,206
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312
$586K 0.06%
34,136
-75
313
$582K 0.06%
4,412
-5,710
314
$577K 0.06%
11,663
+6,646
315
$576K 0.06%
877
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316
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317
$573K 0.06%
8,073
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$564K 0.05%
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319
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3,858
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320
$558K 0.05%
11,092
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321
$558K 0.05%
9,169
-267
322
$551K 0.05%
+18,178
323
$548K 0.05%
6,284
+646
324
$539K 0.05%
4,168
+2,314
325
$534K 0.05%
3,811
-18
11 12
13
14 15