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
401
$274K 0.03%
631
+6
402
$272K 0.03%
735
-39
403
$267K 0.03%
+5,279
404
$267K 0.03%
10,428
+2,084
405
$267K 0.03%
+8,150
406
$265K 0.03%
+4,249
407
$257K 0.02%
+4,270
408
$256K 0.02%
12,240
+1,084
409
$255K 0.02%
4,360
+17
410
$254K 0.02%
+11,799
411
$252K 0.02%
+845
412
$251K 0.02%
+1,705
413
$247K 0.02%
+2,851
414
$242K 0.02%
+3,131
415
$241K 0.02%
+2,602
416
$236K 0.02%
2,297
+211
417
$233K 0.02%
+1,069
418
$227K 0.02%
+16,446
419
$226K 0.02%
2,630
+41
420
$224K 0.02%
+1,648
421
$224K 0.02%
14,212
+61
422
$223K 0.02%
+2,191
423
$222K 0.02%
363
-7
424
$220K 0.02%
3,000
425
$219K 0.02%
+2,346
15 16
17
18 19