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
526
$253K 0.01%
+1,462
527
$249K 0.01%
477
+1
528
$249K 0.01%
+5,700
529
$248K 0.01%
3,061
-84
530
$247K 0.01%
11,038
-24,250
531
$246K 0.01%
6,861
+208
532
$246K 0.01%
1,059
-11
533
$242K 0.01%
+2,838
534
$242K 0.01%
4,504
-433
535
$240K 0.01%
5,494
+957
536
$240K 0.01%
+5,919
537
$238K 0.01%
1,718
-220
538
$238K 0.01%
+1,636
539
$238K 0.01%
2,353
540
$237K 0.01%
3,132
-89
541
$236K 0.01%
+5,880
542
$236K 0.01%
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543
$235K 0.01%
1,127
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544
$235K 0.01%
3,293
+64
545
$235K 0.01%
597
-36
546
$234K 0.01%
+2,600
547
$233K 0.01%
2,469
548
$232K 0.01%
11,876
549
$232K 0.01%
6,034
550
$232K 0.01%
7,246
20 21
22
23 24