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
$398M
AUM Growth
+$61.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
271
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$21.8M
3
+$14.5M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.36M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$4.01M

Top Sells

1
+$25.5M
2
+$22M
3
+$4.01M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.41M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.28M

Sector Composition

1 Technology 11.86%
2 Financials 6.28%
3 Healthcare 5.87%
4 Consumer Discretionary 5.77%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.26%
+37,683
102
$1.01M 0.25%
47,002
-13,927
103
$1.01M 0.25%
+87,100
104
$1M 0.25%
27,947
-20,690
105
$1,000K 0.25%
7,213
+1,167
106
$976K 0.25%
5,051
+33
107
$967K 0.24%
5,369
+793
108
$964K 0.24%
5,810
-291
109
$941K 0.24%
17,068
-16,187
110
$934K 0.23%
3,000
+1,419
111
$921K 0.23%
18,258
+1,494
112
$915K 0.23%
137,151
+20,000
113
$914K 0.23%
8,279
-1,393
114
$911K 0.23%
4,004
+270
115
$910K 0.23%
2,789
-108
116
$907K 0.23%
8,728
+263
117
$901K 0.23%
15,085
-4,236
118
$880K 0.22%
9,684
+535
119
$876K 0.22%
7,474
+589
120
$867K 0.22%
4,604
+242
121
$859K 0.22%
20,188
+1,790
122
$841K 0.21%
2,368
-166
123
$839K 0.21%
13,708
-36
124
$822K 0.21%
5,917
-2,935
125
$800K 0.2%
+17,107
3 4
5
6 7