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
$1.59B
AUM Growth
+$219M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$11.5M
3
+$10.9M
4
IBTF icon
iShares iBonds Dec 2025 Term Treasury ETF
IBTF
+$9.67M
5
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$9.16M

Top Sells

1
+$18.6M
2
+$3.43M
3
+$2.47M
4
PXD
Pioneer Natural Resource Co.
PXD
+$2.46M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.28M

Sector Composition

1 Technology 13.48%
2 Financials 7.23%
3 Industrials 6.98%
4 Healthcare 6.57%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$245K 0.02%
11,876
527
$245K 0.02%
3,773
-19,585
528
$243K 0.02%
+7,757
529
$241K 0.02%
3,166
-2,056
530
$241K 0.02%
+1,070
531
$240K 0.02%
+1,938
532
$240K 0.02%
1,161
-162
533
$238K 0.02%
5,010
-132
534
$237K 0.01%
+3,601
535
$237K 0.01%
6,034
+136
536
$236K 0.01%
+1,120
537
$235K 0.01%
2,469
538
$233K 0.01%
476
-51
539
$233K 0.01%
+1,151
540
$232K 0.01%
2,323
-433
541
$229K 0.01%
1,074
-191
542
$226K 0.01%
+3,030
543
$225K 0.01%
+6,515
544
$224K 0.01%
21,702
545
$219K 0.01%
+3,221
546
$219K 0.01%
+429
547
$219K 0.01%
+6,096
548
$216K 0.01%
18,268
-2,520
549
$216K 0.01%
4,313
550
$216K 0.01%
+4,146
20 21
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