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
$1.03B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.19M
3
+$9.17M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$8.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$18M
2
+$4.41M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.6M

Sector Composition

1 Technology 12.4%
2 Industrials 7.8%
3 Financials 7.02%
4 Healthcare 6.69%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.57M 0.35%
16,646
+4,166
77
$3.55M 0.34%
15,334
+9,319
78
$3.52M 0.34%
52,025
-1,859
79
$3.49M 0.34%
+85,769
80
$3.45M 0.33%
46,172
+6,937
81
$3.44M 0.33%
83,444
+1,318
82
$3.38M 0.33%
31,907
+3,219
83
$3.37M 0.33%
29,535
+26,699
84
$3.32M 0.32%
12,427
+2,469
85
$3.31M 0.32%
127,914
+72,559
86
$3.27M 0.32%
66,212
+41,618
87
$3.27M 0.32%
19,632
+5,275
88
$3.23M 0.31%
13,694
-361
89
$3.18M 0.31%
41,498
+16,178
90
$3.1M 0.3%
26,528
+19,055
91
$2.99M 0.29%
5,783
+211
92
$2.96M 0.29%
25,196
+12,866
93
$2.95M 0.29%
40,627
+22,157
94
$2.9M 0.28%
1,384
-19
95
$2.85M 0.28%
16,386
+8,302
96
$2.81M 0.27%
54,504
+3,042
97
$2.79M 0.27%
54,708
+38,186
98
$2.79M 0.27%
15,318
+2,144
99
$2.74M 0.27%
17,668
+5,512
100
$2.68M 0.26%
+81,312
2 3
4
5 6