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
51
$8.21M 0.47%
50,592
+2,428
52
$8.04M 0.46%
187,397
-44,766
53
$8.03M 0.46%
160,945
-1,671
54
$7.99M 0.46%
51,277
+1,038
55
$7.93M 0.45%
157,219
-9,291
56
$7.91M 0.45%
45,183
+12,598
57
$7.75M 0.44%
204,474
+13,462
58
$7.66M 0.44%
322,374
+72,898
59
$7.6M 0.44%
42,901
+11,873
60
$7.53M 0.43%
130,864
+97,522
61
$7.46M 0.43%
91,356
-15,889
62
$7.42M 0.43%
23,737
+3,487
63
$7.34M 0.42%
21,174
+1,856
64
$7.15M 0.41%
25,360
+795
65
$7.09M 0.41%
175,232
-5,770
66
$7.07M 0.41%
56,132
-7,756
67
$6.96M 0.4%
274,634
+1,582
68
$6.87M 0.39%
70,760
+390
69
$6.87M 0.39%
232,520
-10,974
70
$6.77M 0.39%
91,218
+6,553
71
$6.66M 0.38%
251,857
+1,730
72
$6.61M 0.38%
44,486
+609
73
$6.6M 0.38%
93,518
+7,464
74
$6.46M 0.37%
68,407
-37,863
75
$6.43M 0.37%
110,933
+3,299
1 2
3
4 5