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
1426
$7.19K ﹤0.01%
+165
1427
$7.18K ﹤0.01%
+361
1428
$7.15K ﹤0.01%
+132
1429
$7.15K ﹤0.01%
+29
1430
$7.15K ﹤0.01%
+150
1431
$7.11K ﹤0.01%
+60
1432
$7.09K ﹤0.01%
+41
1433
$7.09K ﹤0.01%
+1,054
1434
$7.08K ﹤0.01%
+37
1435
$7.07K ﹤0.01%
+167
1436
$7.05K ﹤0.01%
+116
1437
$7.04K ﹤0.01%
+248
1438
$7.03K ﹤0.01%
+146
1439
$6.98K ﹤0.01%
+38
1440
$6.96K ﹤0.01%
+128
1441
$6.96K ﹤0.01%
+348
1442
$6.92K ﹤0.01%
+200
1443
$6.88K ﹤0.01%
+16
1444
$6.88K ﹤0.01%
+77
1445
$6.85K ﹤0.01%
+166
1446
$6.83K ﹤0.01%
+51
1447
$6.82K ﹤0.01%
+850
1448
$6.79K ﹤0.01%
+179
1449
$6.76K ﹤0.01%
+86
1450
$6.75K ﹤0.01%
+193
56 57
58
59 60