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
826
$71.7K ﹤0.01%
+799
827
$71.3K ﹤0.01%
+2,748
828
$71.2K ﹤0.01%
+1,705
829
$69.5K ﹤0.01%
+1,750
830
$69.1K ﹤0.01%
+2,121
831
$68.8K ﹤0.01%
+1,835
832
$68.2K ﹤0.01%
+722
833
$68.1K ﹤0.01%
+483
834
$67.9K ﹤0.01%
+1,269
835
$67.8K ﹤0.01%
+57
836
$67.6K ﹤0.01%
+5,402
837
$67.5K ﹤0.01%
+177
838
$67.5K ﹤0.01%
+989
839
$67.4K ﹤0.01%
+3,182
840
$67.3K ﹤0.01%
+1,461
841
$65.4K ﹤0.01%
+1,665
842
$65.3K ﹤0.01%
+292
843
$65.3K ﹤0.01%
+557
844
$64.8K ﹤0.01%
+2,099
845
$64.2K ﹤0.01%
+9,444
846
$63.7K ﹤0.01%
+1,467
847
$63.7K ﹤0.01%
65,262
+58,751
848
$63.7K ﹤0.01%
+198
849
$63.5K ﹤0.01%
+174
850
$63.2K ﹤0.01%
+973
32 33
34
35 36