ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
1-Year Return
15.69%
This Quarter Return
+6.27%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$1.31B
AUM Growth
+$167M
(+15%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
8.74%
Top 10 Holdings %
Top 10 Hldgs %
19.04%
Holding
599
New
104
Increased
296
Reduced
146
Closed
32
Top Buys
| 1 |
Apple
AAPL
|
+$6.13M |
| 2 |
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
|
+$5.8M |
| 3 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
+$5.67M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$4.78M |
| 5 |
Microsoft
MSFT
|
+$4.64M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$23.4M |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$7.51M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.95M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
+$2.5M |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.28M |
Sector Composition
| 1 | Technology | 13.99% |
| 2 | Industrials | 8.2% |
| 3 | Healthcare | 7.41% |
| 4 | Financials | 7.27% |
| 5 | Consumer Discretionary | 5.29% |
