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
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.36M 0.56%
14,557
+628
52
$1.34M 0.55%
16,465
+1,547
53
$1.33M 0.55%
43,082
+37,410
54
$1.31M 0.54%
+17,219
55
$1.22M 0.5%
21,136
-12,309
56
$1.21M 0.49%
150,697
+21,829
57
$1.19M 0.49%
21,933
+631
58
$1.16M 0.48%
14,044
+3,808
59
$1.16M 0.47%
14,676
+7,404
60
$1.13M 0.46%
11,768
+2,131
61
$1.12M 0.46%
14,829
-537
62
$1.11M 0.45%
23,182
-801
63
$1.08M 0.44%
18,660
+1,040
64
$1.08M 0.44%
6,506
+3,334
65
$1.04M 0.43%
21,511
+15,223
66
$1.03M 0.42%
29,380
-966
67
$1.02M 0.42%
29,708
+6,022
68
$1.02M 0.42%
54,903
+602
69
$1.02M 0.42%
3,207
+1,103
70
$999K 0.41%
17,180
+5,460
71
$974K 0.4%
9,970
-5,498
72
$970K 0.4%
8,403
+6,792
73
$957K 0.39%
19,160
+15,150
74
$956K 0.39%
43,425
+5,442
75
$951K 0.39%
8,648
+807
1 2
3
4 5