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
$1.75B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$5.61M
3
+$4.56M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.5M
5
AMGN icon
Amgen
AMGN
+$4.39M

Top Sells

1
+$7.89M
2
+$3.57M
3
+$2.8M
4
TSCO icon
Tractor Supply
TSCO
+$2.66M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.64M

Sector Composition

1 Technology 13.59%
2 Financials 7.33%
3 Healthcare 6.81%
4 Industrials 6.33%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$351K 0.02%
6,714
477
$350K 0.02%
+11,290
478
$342K 0.02%
1,358
-1,465
479
$339K 0.02%
445
-93
480
$336K 0.02%
9,951
+575
481
$334K 0.02%
13,866
+10
482
$334K 0.02%
5,061
+810
483
$333K 0.02%
17,372
-5,955
484
$326K 0.02%
20,730
-20,649
485
$326K 0.02%
8,745
-8,534
486
$324K 0.02%
6,832
-1,800
487
$323K 0.02%
6,023
-6,427
488
$318K 0.02%
2,294
489
$318K 0.02%
5,627
-7,691
490
$317K 0.02%
12,656
+74
491
$313K 0.02%
1,061
492
$312K 0.02%
1,351
-119
493
$307K 0.02%
4,600
-409
494
$305K 0.02%
29,431
+3,989
495
$300K 0.02%
1,063
-49
496
$300K 0.02%
1,750
-202
497
$294K 0.02%
22,158
-4,515
498
$292K 0.02%
1,495
-11
499
$291K 0.02%
5,802
-1,592
500
$287K 0.02%
1,773
-2,882
18 19
20
21 22