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
876
$56.6K ﹤0.01%
+2,515
877
$56.5K ﹤0.01%
+804
878
$55.7K ﹤0.01%
+1,962
879
$55.4K ﹤0.01%
+290
880
$55.3K ﹤0.01%
+1,877
881
$55.1K ﹤0.01%
+3,676
882
$55.1K ﹤0.01%
+279
883
$55K ﹤0.01%
+2,210
884
$54.7K ﹤0.01%
+2,121
885
$54.7K ﹤0.01%
+1,302
886
$54.1K ﹤0.01%
+105
887
$54.1K ﹤0.01%
+2,972
888
$53.9K ﹤0.01%
+172
889
$53.7K ﹤0.01%
12,400
890
$52.3K ﹤0.01%
+127
891
$52.2K ﹤0.01%
+761
892
$52K ﹤0.01%
+417
893
$51.8K ﹤0.01%
+3,515
894
$51.7K ﹤0.01%
+448
895
$51.7K ﹤0.01%
+1,173
896
$51.6K ﹤0.01%
+675
897
$51.4K ﹤0.01%
+415
898
$51.3K ﹤0.01%
+895
899
$51.2K ﹤0.01%
+301
900
$51.2K ﹤0.01%
+1,350
34 35
36
37 38