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
551
$231K 0.01%
+8,288
552
$230K 0.01%
2,408
-758
553
$229K 0.01%
14,870
+3,289
554
$229K 0.01%
+8,874
555
$224K 0.01%
+5,957
556
$224K 0.01%
+1,800
557
$223K 0.01%
+1,393
558
$222K 0.01%
8,794
-5,131
559
$221K 0.01%
+3,805
560
$220K 0.01%
1,678
+3
561
$219K 0.01%
+1,109
562
$219K 0.01%
+4,150
563
$218K 0.01%
4,549
-461
564
$216K 0.01%
5,524
565
$212K 0.01%
+2,418
566
$212K 0.01%
+5,519
567
$210K 0.01%
+3,560
568
$209K 0.01%
+5,946
569
$209K 0.01%
2,018
+103
570
$209K 0.01%
+846
571
$202K 0.01%
5,135
-18,486
572
$202K 0.01%
7,785
573
$202K 0.01%
+3,147
574
$202K 0.01%
+1,728
575
$202K 0.01%
+4,540
21 22
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