ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $3.86B
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.81B
AUM Growth
+$63.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,937
New
Increased
Reduced
Closed

Top Buys

1
+$9.84M
2
+$6.45M
3
+$4.69M
4
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$3.24M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$2.6M

Top Sells

1
+$6.8M
2
+$4.09M
3
+$3.96M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$3.57M
5
SSUS icon
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
+$3.41M

Sector Composition

1 Technology 14.67%
2 Financials 6.89%
3 Healthcare 6.84%
4 Industrials 6.16%
5 Consumer Discretionary 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$10.3K ﹤0.01%
+180
1327
$10.2K ﹤0.01%
+366
1328
$10.2K ﹤0.01%
+225
1329
$10.2K ﹤0.01%
+568
1330
$10.2K ﹤0.01%
+230
1331
$10.1K ﹤0.01%
+6
1332
$10K ﹤0.01%
+82
1333
$10K ﹤0.01%
+81
1334
$9.98K ﹤0.01%
+247
1335
$9.79K ﹤0.01%
+372
1336
$9.67K ﹤0.01%
+233
1337
$9.64K ﹤0.01%
+1,296
1338
$9.63K ﹤0.01%
+50
1339
$9.62K ﹤0.01%
+89
1340
$9.61K ﹤0.01%
+235
1341
$9.46K ﹤0.01%
+70
1342
$9.45K ﹤0.01%
+53
1343
$9.44K ﹤0.01%
+180
1344
$9.4K ﹤0.01%
+329
1345
$9.39K ﹤0.01%
+200
1346
$9.34K ﹤0.01%
+343
1347
$9.33K ﹤0.01%
+194
1348
$9.31K ﹤0.01%
+297
1349
$9.25K ﹤0.01%
+50
1350
$9.22K ﹤0.01%
+100
52 53
54
55 56