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
$337M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$4.01M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.41M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.28M

Top Sells

1
+$16M
2
+$13.1M
3
+$8.1M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.04M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.23M

Sector Composition

1 Technology 13.09%
2 Financials 7.43%
3 Healthcare 6.89%
4 Consumer Discretionary 6.38%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.9M 0.56%
18,961
+16,035
52
$1.89M 0.56%
19,774
+3,309
53
$1.86M 0.55%
10,443
+1,496
54
$1.83M 0.54%
12,580
+4,177
55
$1.79M 0.53%
48,637
+18,929
56
$1.76M 0.52%
24,880
+7,700
57
$1.72M 0.51%
68,022
-18,450
58
$1.72M 0.51%
33,120
-5,036
59
$1.68M 0.5%
15,070
+513
60
$1.67M 0.5%
33,255
-8,938
61
$1.63M 0.49%
27,233
-3,454
62
$1.51M 0.45%
14,721
-8
63
$1.49M 0.44%
8,249
+1,743
64
$1.47M 0.44%
23,621
-2,857
65
$1.46M 0.43%
24,425
+2,492
66
$1.42M 0.42%
8,762
-40
67
$1.42M 0.42%
150,697
68
$1.42M 0.42%
9,243
-1,159
69
$1.41M 0.42%
16,845
-4,291
70
$1.39M 0.41%
54,474
-429
71
$1.39M 0.41%
60,929
+17,504
72
$1.38M 0.41%
11,157
+1,187
73
$1.33M 0.4%
56,132
-13,999
74
$1.33M 0.4%
31,379
-3,338
75
$1.32M 0.39%
42,398
-684
1 2
3
4 5