ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.88B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,941
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.67M
3
+$5.27M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.37M

Top Sells

1
+$7.49M
2
+$6.07M
3
+$5.88M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$3.62M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$3.43M

Sector Composition

1 Technology 14.26%
2 Healthcare 6.73%
3 Financials 6.59%
4 Industrials 6.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$274K 0.01%
2,648
+215
527
$274K 0.01%
3,834
+77
528
$270K 0.01%
2,270
+651
529
$268K 0.01%
6,515
530
$264K 0.01%
2,469
531
$263K 0.01%
5,700
532
$259K 0.01%
3,000
533
$258K 0.01%
1,333
+184
534
$258K 0.01%
1,362
-78
535
$257K 0.01%
12,617
+3,548
536
$257K 0.01%
1,784
-31
537
$256K 0.01%
117,864
538
$255K 0.01%
1,144
539
$254K 0.01%
1,059
540
$253K 0.01%
2,161
+18
541
$252K 0.01%
2,600
542
$249K 0.01%
2,781
-280
543
$247K 0.01%
319
-24
544
$246K 0.01%
15,554
+2,447
545
$245K 0.01%
3,308
+101
546
$244K 0.01%
3,900
+3,672
547
$243K 0.01%
9,294
+221
548
$242K 0.01%
17,264
-13,028
549
$241K 0.01%
1,845
-100
550
$239K 0.01%
9,488
-1,797
20 21
22
23 24