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
351
$402K 0.04%
5,154
+180
352
$401K 0.04%
3,040
+909
353
$397K 0.04%
5,281
+568
354
$394K 0.04%
+1,051
355
$393K 0.04%
12,721
-3,130
356
$387K 0.04%
+3,750
357
$386K 0.04%
4,974
+1,574
358
$379K 0.04%
1,364
359
$378K 0.04%
7,030
+2,856
360
$377K 0.04%
5,576
-402
361
$369K 0.04%
3,296
+343
362
$367K 0.04%
+10,297
363
$366K 0.04%
2,997
364
$366K 0.04%
1,095
-72
365
$361K 0.04%
+30,804
366
$361K 0.04%
+4,709
367
$356K 0.03%
+6,462
368
$352K 0.03%
5,998
+1,438
369
$351K 0.03%
+5,966
370
$350K 0.03%
+4,074
371
$350K 0.03%
+15,918
372
$344K 0.03%
9,187
-12,083
373
$342K 0.03%
+6,000
374
$340K 0.03%
2,962
+395
375
$334K 0.03%
+1,098
13 14
15
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