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
$1.03B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.19M
3
+$9.17M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$8.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$18M
2
+$4.41M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.6M

Sector Composition

1 Technology 12.4%
2 Industrials 7.8%
3 Financials 7.02%
4 Healthcare 6.69%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.69M 0.46%
56,096
+8,941
52
$4.51M 0.44%
113,178
+9,078
53
$4.47M 0.43%
151,870
+104,840
54
$4.44M 0.43%
+177,766
55
$4.3M 0.42%
24,050
+3,717
56
$4.29M 0.42%
9,820
+684
57
$4.16M 0.4%
22,050
+4,541
58
$4.09M 0.4%
31,672
+19,008
59
$3.96M 0.38%
17,799
-14,862
60
$3.89M 0.38%
65,889
+32,207
61
$3.88M 0.38%
64,672
-2,437
62
$3.87M 0.38%
64,621
+39,708
63
$3.84M 0.37%
6,769
+984
64
$3.84M 0.37%
14,314
+10,888
65
$3.84M 0.37%
10,677
+2,278
66
$3.81M 0.37%
53,282
+6,970
67
$3.81M 0.37%
23,309
+15,739
68
$3.81M 0.37%
4,159
+1,079
69
$3.81M 0.37%
62,212
+25,826
70
$3.72M 0.36%
12,454
+710
71
$3.72M 0.36%
17,171
+3,037
72
$3.7M 0.36%
33,910
+28,339
73
$3.65M 0.35%
65,738
+4,516
74
$3.64M 0.35%
105,356
-1,073
75
$3.63M 0.35%
81,518
+51,157
1 2
3
4 5