ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
1-Year Return
15.69%
This Quarter Return
+6.35%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$1.88B
AUM Growth
+$66.1M
(+3.7%)
Cap. Flow
-$35.4M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
19.29%
Holding
1,941
New
10
Increased
313
Reduced
251
Closed
1,324
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$6.58M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
+$5.67M |
| 3 |
ProShares Ultra S&P500
SSO
|
+$5.27M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
+$5.12M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$4.37M |
Top Sells
| 1 |
Lam Research
LRCX
|
+$7.49M |
| 2 |
SPDR Gold Trust
GLD
|
+$6.07M |
| 3 |
Blackrock
BLK
|
+$5.88M |
| 4 |
Direxion Daily Small Cap Bull 3x Shares
TNA
|
+$3.62M |
| 5 |
Direxion Daily S&P 500 Bull 3x Shares
SPXL
|
+$3.43M |
Sector Composition
| 1 | Technology | 14.26% |
| 2 | Healthcare | 6.73% |
| 3 | Financials | 6.59% |
| 4 | Industrials | 6.27% |
| 5 | Consumer Discretionary | 4.18% |