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
$1.03B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.19M
3
+$9.17M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$8.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$18M
2
+$4.41M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.6M

Sector Composition

1 Technology 12.4%
2 Industrials 7.8%
3 Financials 7.02%
4 Healthcare 6.69%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.65M 0.26%
30,786
+20,310
102
$2.6M 0.25%
57,382
+32,222
103
$2.59M 0.25%
69,508
+2,844
104
$2.56M 0.25%
24,810
-4,198
105
$2.55M 0.25%
11,178
+1,929
106
$2.54M 0.25%
114,087
+78,603
107
$2.54M 0.25%
16,198
+1,099
108
$2.53M 0.25%
79,080
+1,024
109
$2.52M 0.24%
31,148
+28,185
110
$2.51M 0.24%
52,376
+45,298
111
$2.5M 0.24%
58,095
+5,035
112
$2.5M 0.24%
28,424
+19,420
113
$2.46M 0.24%
5,179
+585
114
$2.45M 0.24%
27,028
+10,587
115
$2.41M 0.23%
11,963
+8,991
116
$2.4M 0.23%
15,264
+5,329
117
$2.34M 0.23%
39,458
+22,526
118
$2.31M 0.22%
23,182
-63
119
$2.3M 0.22%
17,286
+1,019
120
$2.29M 0.22%
159,338
121
$2.26M 0.22%
3,508
+196
122
$2.22M 0.22%
113,844
-2,125
123
$2.21M 0.21%
42,604
-5,397
124
$2.19M 0.21%
+45,766
125
$2.17M 0.21%
96,748
+65,445
3 4
5
6 7