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
$591M
AUM Growth
+$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
330
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$5.83M
3
+$4.83M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$4.55M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$4.47M

Top Sells

1
+$2.87M
2
+$2.78M
3
+$2.63M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$2.33M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.1M

Sector Composition

1 Technology 10.2%
2 Industrials 9.83%
3 Healthcare 7%
4 Financials 6.07%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.43M 0.24%
14,183
-222
102
$1.42M 0.24%
10,458
+3,840
103
$1.41M 0.24%
10,591
+459
104
$1.37M 0.23%
10,842
+4,697
105
$1.36M 0.23%
5,985
-334
106
$1.35M 0.23%
43,853
+2,910
107
$1.35M 0.23%
8,377
+3,896
108
$1.35M 0.23%
50,591
-1,788
109
$1.34M 0.23%
7,826
-65
110
$1.33M 0.22%
36,589
-496
111
$1.32M 0.22%
57,869
+5,138
112
$1.32M 0.22%
6,235
+161
113
$1.32M 0.22%
20,625
+16,662
114
$1.31M 0.22%
13,502
+3,014
115
$1.29M 0.22%
39,307
+3,691
116
$1.27M 0.22%
+25,952
117
$1.27M 0.22%
3,433
-382
118
$1.24M 0.21%
28,529
-24,528
119
$1.24M 0.21%
+21,846
120
$1.23M 0.21%
21,063
+653
121
$1.22M 0.21%
8,490
+862
122
$1.21M 0.2%
23,569
+12,451
123
$1.2M 0.2%
8,473
+78
124
$1.2M 0.2%
10,547
+1,356
125
$1.19M 0.2%
39,477
+1,689
3 4
5
6 7