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
$1.88B
AUM Growth
+$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,941
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$5.67M
3
+$5.27M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.12M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$4.37M

Top Sells

1
+$7.49M
2
+$6.07M
3
+$5.88M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$3.62M
5
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$3.43M

Sector Composition

1 Technology 14.26%
2 Healthcare 6.73%
3 Financials 6.59%
4 Industrials 6.27%
5 Consumer Discretionary 4.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.8M 0.2%
85,699
-81,738
127
$3.79M 0.2%
23,137
-20,936
128
$3.79M 0.2%
78,898
-1,860
129
$3.68M 0.19%
38,257
+1,095
130
$3.67M 0.19%
872
+22
131
$3.66M 0.19%
5,898
+135
132
$3.66M 0.19%
156,139
+15,641
133
$3.63M 0.19%
43,285
-1,165
134
$3.57M 0.19%
76,329
+33,238
135
$3.51M 0.19%
78,225
+6,051
136
$3.49M 0.18%
46,423
+402
137
$3.47M 0.18%
16,794
-373
138
$3.41M 0.18%
62,427
+3,039
139
$3.39M 0.18%
24,899
-19,243
140
$3.38M 0.18%
30,583
-814
141
$3.37M 0.18%
6,832
+83
142
$3.37M 0.18%
41,706
+14,119
143
$3.34M 0.18%
19,620
+3,881
144
$3.32M 0.18%
83,250
+15,745
145
$3.3M 0.17%
12,045
-1,706
146
$3.29M 0.17%
11,601
-1,250
147
$3.28M 0.17%
37,116
-7,868
148
$3.26M 0.17%
13,493
-6,246
149
$3.26M 0.17%
72,081
+33,972
150
$3.22M 0.17%
21,012
+151
4 5
6
7 8