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
326
$529K 0.05%
16,780
+2,632
327
$525K 0.05%
2,599
+4
328
$525K 0.05%
7,238
+235
329
$520K 0.05%
27,267
+8,132
330
$507K 0.05%
6,454
-1,418
331
$488K 0.05%
15,948
+1,003
332
$486K 0.05%
6,488
+1,132
333
$479K 0.05%
566
+174
334
$478K 0.05%
1,695
-11
335
$466K 0.05%
22,438
+340
336
$457K 0.04%
12,637
-45
337
$456K 0.04%
3,187
+54
338
$454K 0.04%
+6,900
339
$452K 0.04%
1,284
+279
340
$451K 0.04%
5,322
+1,005
341
$442K 0.04%
31,448
+21,717
342
$428K 0.04%
2,483
+413
343
$415K 0.04%
173
+80
344
$414K 0.04%
+11,906
345
$409K 0.04%
3,518
+630
346
$409K 0.04%
+3,109
347
$409K 0.04%
+5,959
348
$405K 0.04%
2,513
+761
349
$405K 0.04%
+3,148
350
$402K 0.04%
+2,712
12 13
14
15 16