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
376
$331K 0.03%
4,853
-122
377
$330K 0.03%
1,982
+273
378
$328K 0.03%
+1,634
379
$323K 0.03%
2,059
+15
380
$322K 0.03%
7,646
-1,513
381
$320K 0.03%
+6,048
382
$320K 0.03%
2,351
+20
383
$313K 0.03%
2,795
+851
384
$312K 0.03%
+5,224
385
$312K 0.03%
6,855
386
$307K 0.03%
3,659
+983
387
$307K 0.03%
789
-1
388
$306K 0.03%
11,356
-3,244
389
$306K 0.03%
+1,869
390
$305K 0.03%
+2,769
391
$304K 0.03%
1,841
+136
392
$304K 0.03%
+5,487
393
$302K 0.03%
1,439
+45
394
$301K 0.03%
+7,064
395
$299K 0.03%
+2,187
396
$297K 0.03%
+1,019
397
$295K 0.03%
+11,790
398
$293K 0.03%
+3,175
399
$289K 0.03%
+4,568
400
$277K 0.03%
+2,540
14 15
16
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