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
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$495K 0.2%
17,259
-158
127
$490K 0.2%
10,426
-6,723
128
$485K 0.2%
2,694
+344
129
$484K 0.2%
2,542
-871
130
$481K 0.2%
3,224
+1,332
131
$468K 0.19%
1,876
+60
132
$461K 0.19%
2,057
+448
133
$430K 0.18%
5,540
+357
134
$430K 0.18%
+7,651
135
$424K 0.17%
3,099
+211
136
$415K 0.17%
13,184
+657
137
$401K 0.16%
5,820
+1,716
138
$397K 0.16%
117,151
+30,000
139
$396K 0.16%
6,592
-992
140
$395K 0.16%
4,530
-442
141
$391K 0.16%
3,030
+402
142
$387K 0.16%
4,394
+220
143
$385K 0.16%
5,804
+600
144
$383K 0.16%
+3,451
145
$380K 0.16%
17,966
+1,643
146
$378K 0.15%
5,239
+1,086
147
$363K 0.15%
10,593
+3,064
148
$362K 0.15%
2,402
+139
149
$357K 0.15%
3,079
+343
150
$350K 0.14%
3,381
-57
4 5
6
7 8