ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 0.87%
22,296
-6,456
27
$1.96M 0.8%
14,888
+11,076
28
$1.84M 0.75%
20,753
+74
29
$1.84M 0.75%
9,833
+1,107
30
$1.83M 0.75%
18,456
+5,694
31
$1.77M 0.73%
8,743
+4,279
32
$1.73M 0.71%
43,922
+27,637
33
$1.64M 0.67%
8,947
+2,717
34
$1.62M 0.66%
3,676
-922
35
$1.59M 0.65%
34,717
+12,761
36
$1.58M 0.64%
30,687
+11,589
37
$1.57M 0.64%
38,156
+2,464
38
$1.55M 0.64%
9,520
+3,133
39
$1.52M 0.62%
8,802
+220
40
$1.49M 0.61%
26,478
-1,396
41
$1.49M 0.61%
70,131
-12,833
42
$1.47M 0.6%
14,729
-2,259
43
$1.47M 0.6%
11,881
+7,866
44
$1.46M 0.6%
42,193
+7,141
45
$1.45M 0.59%
86,472
-50,190
46
$1.42M 0.58%
8,826
+2,360
47
$1.42M 0.58%
10,620
+3,252
48
$1.41M 0.58%
10,402
+28
49
$1.4M 0.57%
5,796
+791
50
$1.4M 0.57%
10,673
+1,028
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