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
$655M
AUM Growth
+$64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$3.78M
3
+$2.99M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$2.94M
5
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$2.85M

Top Sells

1
+$23.8M
2
+$3.62M
3
+$3.48M
4
EPAM icon
EPAM Systems
EPAM
+$1.25M
5
NUAN
Nuance Communications, Inc.
NUAN
+$1.24M

Sector Composition

1 Technology 9.53%
2 Industrials 9.33%
3 Healthcare 6.77%
4 Financials 5.95%
5 Consumer Discretionary 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.77M 0.27%
5,023
+10
102
$1.75M 0.27%
31,186
+1,487
103
$1.66M 0.25%
10,717
+126
104
$1.64M 0.25%
54,651
-7,350
105
$1.63M 0.25%
31,899
+1,014
106
$1.62M 0.25%
+56,060
107
$1.61M 0.25%
8,157
+331
108
$1.59M 0.24%
47,442
+3,589
109
$1.56M 0.24%
20,024
-413
110
$1.55M 0.24%
24,527
+3,902
111
$1.53M 0.23%
26,873
+208
112
$1.52M 0.23%
33,523
+984
113
$1.52M 0.23%
14,632
+1,130
114
$1.5M 0.23%
14,183
115
$1.48M 0.23%
+16,793
116
$1.46M 0.22%
37,410
+821
117
$1.46M 0.22%
8,794
+417
118
$1.43M 0.22%
2,922
+46
119
$1.37M 0.21%
8,605
+115
120
$1.37M 0.21%
62,853
+4,984
121
$1.34M 0.21%
39,496
+189
122
$1.33M 0.2%
24,845
+1,276
123
$1.33M 0.2%
10,707
+160
124
$1.32M 0.2%
10,608
+555
125
$1.3M 0.2%
2,548
-2,448
3 4
5
6 7