ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $4.1B
1-Year Est. Return 20.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.01B
AUM Growth
+$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$7.8M
3
+$7.22M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$6.2M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$3.56M

Top Sells

1
+$13M
2
+$7.58M
3
+$2.6M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$2.48M
5
FDX icon
FedEx
FDX
+$1.98M

Sector Composition

1 Technology 10.76%
2 Healthcare 8.74%
3 Industrials 8.45%
4 Financials 7.98%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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483
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485
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492
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494
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495
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496
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