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
$398M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.8M
3
+$14.5M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.36M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.01M

Top Sells

1
+$25.5M
2
+$22M
3
+$4.01M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.41M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.28M

Sector Composition

1 Technology 11.86%
2 Financials 6.28%
3 Healthcare 5.87%
4 Consumer Discretionary 5.77%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.49%
11,757
-3,313
52
$1.95M 0.49%
11,874
-1,299
53
$1.88M 0.47%
21,675
-16,371
54
$1.87M 0.47%
42,146
-10,662
55
$1.86M 0.47%
25,340
+460
56
$1.84M 0.46%
31,912
-1,208
57
$1.83M 0.46%
+59,495
58
$1.83M 0.46%
12,312
-1,477
59
$1.81M 0.45%
23,506
+14,365
60
$1.79M 0.45%
54,050
-13,972
61
$1.75M 0.44%
5,676
+2,614
62
$1.72M 0.43%
8,273
+24
63
$1.7M 0.43%
16,341
+1,620
64
$1.62M 0.41%
115,053
-29,649
65
$1.59M 0.4%
16,385
-3,277
66
$1.57M 0.39%
19,833
+6,872
67
$1.57M 0.39%
150,697
68
$1.56M 0.39%
5,012
+1,607
69
$1.55M 0.39%
39,348
-9,846
70
$1.55M 0.39%
17,672
-4,857
71
$1.48M 0.37%
15,411
+6,754
72
$1.47M 0.37%
13,256
+2,166
73
$1.47M 0.37%
8,762
74
$1.44M 0.36%
24,629
+10,901
75
$1.39M 0.35%
4,302
+2,002
1 2
3
4 5