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
$1.14B
AUM Growth
+$113M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
497
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$9.72M
3
+$9.26M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.56M
5
MSFT icon
Microsoft
MSFT
+$7.48M

Top Sells

1
+$15.4M
2
+$8.79M
3
+$5.2M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.19M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.93M

Sector Composition

1 Technology 13.24%
2 Industrials 8.07%
3 Financials 7.38%
4 Healthcare 7.17%
5 Consumer Discretionary 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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