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
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$654K 0.27%
+4,233
102
$650K 0.27%
14,188
+764
103
$645K 0.26%
6,739
-225
104
$631K 0.26%
4,028
-130
105
$624K 0.26%
6,928
-1,605
106
$604K 0.25%
10,171
+3,186
107
$600K 0.25%
5,000
+959
108
$584K 0.24%
1,722
+318
109
$578K 0.24%
+3,504
110
$576K 0.24%
8,695
-646
111
$571K 0.23%
8,685
+3,960
112
$566K 0.23%
6,692
-96
113
$558K 0.23%
22,718
+3,172
114
$557K 0.23%
+18,499
115
$554K 0.23%
4,479
+181
116
$549K 0.22%
4,652
+2,218
117
$546K 0.22%
9,200
+102
118
$543K 0.22%
3,134
+173
119
$541K 0.22%
3,914
+1,373
120
$539K 0.22%
3,793
+393
121
$531K 0.22%
6,602
-407
122
$523K 0.21%
29,036
-16,000
123
$519K 0.21%
4,696
-9,875
124
$519K 0.21%
4,282
+1,382
125
$496K 0.2%
+2,096
3 4
5
6 7