ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
This Quarter Return
+9.59%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$1.03B
AUM Growth
+$1.03B
(+49%)
Cap. Flow
+$279M
Cap. Flow
% of AUM
27.14%
Top 10 Holdings %
Top 10 Hldgs %
21.07%
Holding
465
New
103
Increased
272
Reduced
56
Closed
24
Top Buys
| 1 |
Apple
AAPL
|
$13.5M |
| 2 |
Microsoft
MSFT
|
$9.19M |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
$9.17M |
| 4 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
$8.75M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$7.47M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$18M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.41M |
| 3 |
C.H. Robinson
CHRW
|
$3.82M |
| 4 |
iShares Russell 2000 ETF
IWM
|
$3.31M |
| 5 |
ProShares UltraPro Dow 30
UDOW
|
$2.6M |
Sector Composition
| 1 | Technology | 12.4% |
| 2 | Industrials | 7.83% |
| 3 | Financials | 7.02% |
| 4 | Healthcare | 6.69% |
| 5 | Consumer Discretionary | 5.54% |
