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
1476
$6.17K ﹤0.01%
+49
1477
$6.15K ﹤0.01%
+70
1478
$6.15K ﹤0.01%
+70
1479
$6.1K ﹤0.01%
+42
1480
$6.08K ﹤0.01%
+453
1481
$6.07K ﹤0.01%
+232
1482
$6.06K ﹤0.01%
+208
1483
$6.04K ﹤0.01%
+22
1484
$6.03K ﹤0.01%
+82
1485
$6.03K ﹤0.01%
+122
1486
$6.02K ﹤0.01%
+417
1487
$6.01K ﹤0.01%
+89
1488
$6.01K ﹤0.01%
+1,000
1489
$6K ﹤0.01%
+51
1490
$5.92K ﹤0.01%
+51
1491
$5.9K ﹤0.01%
+57
1492
$5.89K ﹤0.01%
+59
1493
$5.88K ﹤0.01%
+100
1494
$5.85K ﹤0.01%
+73
1495
$5.85K ﹤0.01%
+33
1496
$5.83K ﹤0.01%
+91
1497
$5.83K ﹤0.01%
+33
1498
$5.81K ﹤0.01%
+89
1499
$5.8K ﹤0.01%
+62
1500
$5.8K ﹤0.01%
+40
58 59
60
61 62