ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.45M
3
+$4.69M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$3.24M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.6M

Top Sells

1
+$6.8M
2
+$4.09M
3
+$3.96M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.57M
5
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$3.41M

Sector Composition

1 Technology 14.67%
2 Financials 6.89%
3 Healthcare 6.84%
4 Industrials 6.16%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$89.6K ﹤0.01%
+232
777
$89.3K ﹤0.01%
+2,872
778
$89.3K ﹤0.01%
+2,299
779
$89.2K ﹤0.01%
212
-385
780
$88.7K ﹤0.01%
+182
781
$88.6K ﹤0.01%
+2,886
782
$88.4K ﹤0.01%
+3,193
783
$88.2K ﹤0.01%
+2,071
784
$88.1K ﹤0.01%
+2,671
785
$87.7K ﹤0.01%
+2,504
786
$87.6K ﹤0.01%
+3,148
787
$87.4K ﹤0.01%
+4,376
788
$87.2K ﹤0.01%
+680
789
$87.1K ﹤0.01%
+5,000
790
$86.2K ﹤0.01%
+8,861
791
$85.7K ﹤0.01%
+7,939
792
$85.5K ﹤0.01%
+896
793
$85K ﹤0.01%
+2,091
794
$84.2K ﹤0.01%
+8,533
795
$83.7K ﹤0.01%
+2,250
796
$83.2K ﹤0.01%
11,317
+30
797
$83K ﹤0.01%
+539
798
$82.4K ﹤0.01%
+1,390
799
$81.7K ﹤0.01%
+200
800
$81.6K ﹤0.01%
+1,562
30 31
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