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
126
$2.15M 0.21%
20,135
+15,971
127
$2.13M 0.21%
13,175
+8,293
128
$2.12M 0.21%
19,167
-781
129
$2.11M 0.21%
17,247
+583
130
$2.11M 0.21%
14,240
+4,788
131
$2.1M 0.2%
29,837
-86
132
$2.09M 0.2%
43,359
+23,874
133
$2.08M 0.2%
22,318
+6,714
134
$2.05M 0.2%
42,012
+5,605
135
$2.05M 0.2%
30,750
+14,770
136
$2.01M 0.2%
33,064
-263
137
$1.96M 0.19%
27,260
+15,540
138
$1.94M 0.19%
5,666
+650
139
$1.93M 0.19%
5,442
-187
140
$1.91M 0.19%
+82,732
141
$1.9M 0.18%
18,138
+4,161
142
$1.89M 0.18%
2,832
+1,687
143
$1.88M 0.18%
24,004
+11,486
144
$1.87M 0.18%
3,101
+2,372
145
$1.81M 0.18%
21,211
-210,006
146
$1.8M 0.17%
10,687
+8,937
147
$1.76M 0.17%
28,293
+24,781
148
$1.76M 0.17%
6,020
+3,144
149
$1.75M 0.17%
2,619
+52
150
$1.75M 0.17%
18,735
+13,543
4 5
6
7 8