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
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$17.7M
3 +$9.98M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.18M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$6.14M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 8.03%
2 Financials 7.86%
3 Consumer Discretionary 7.36%
4 Consumer Staples 6.09%
5 Technology 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$468K 0.19%
+8,716
102
$466K 0.19%
+1,307
103
$465K 0.19%
+5,079
104
$454K 0.19%
+7,435
105
$454K 0.19%
+7,568
106
$453K 0.19%
+32,004
107
$452K 0.19%
+5,628
108
$427K 0.18%
+7,907
109
$427K 0.18%
+2,728
110
$425K 0.17%
+7,240
111
$412K 0.17%
+1,457
112
$403K 0.17%
+6,940
113
$401K 0.16%
+2,888
114
$392K 0.16%
+4,867
115
$391K 0.16%
+4,742
116
$384K 0.16%
+6,003
117
$384K 0.16%
+4,799
118
$383K 0.16%
+1,543
119
$383K 0.16%
+21,884
120
$375K 0.15%
+984
121
$362K 0.15%
+3,484
122
$356K 0.15%
+3,203
123
$353K 0.15%
+4,770
124
$352K 0.14%
+2,334
125
$350K 0.14%
+6,520