ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
1-Year Return
15.69%
This Quarter Return
+8.62%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$1.01B
AUM Growth
+$121M
(+14%)
Cap. Flow
+$58.5M
Cap. Flow
% of AUM
5.81%
Top 10 Holdings %
Top 10 Hldgs %
17.56%
Holding
496
New
51
Increased
223
Reduced
178
Closed
25
Top Buys
Top Sells
| 1 |
ProShares Short S&P500
SH
|
+$13M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$7.59M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$2.66M |
| 4 |
iShares TIPS Bond ETF
TIP
|
+$2.48M |
| 5 |
FedEx
FDX
|
+$2.06M |
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Healthcare | 8.74% |
| 3 | Industrials | 8.43% |
| 4 | Financials | 7.98% |
| 5 | Consumer Staples | 4.8% |
