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
1576
$4.69K ﹤0.01%
+34
1577
$4.68K ﹤0.01%
+51
1578
$4.68K ﹤0.01%
+42
1579
$4.66K ﹤0.01%
+25
1580
$4.6K ﹤0.01%
+195
1581
$4.59K ﹤0.01%
+129
1582
$4.57K ﹤0.01%
+21
1583
$4.55K ﹤0.01%
+210
1584
$4.54K ﹤0.01%
+54
1585
$4.47K ﹤0.01%
+127
1586
$4.45K ﹤0.01%
+51
1587
$4.45K ﹤0.01%
+343
1588
$4.43K ﹤0.01%
+94
1589
$4.42K ﹤0.01%
87
-5,851
1590
$4.41K ﹤0.01%
+42
1591
$4.39K ﹤0.01%
+37
1592
$4.39K ﹤0.01%
+88
1593
$4.38K ﹤0.01%
+106
1594
$4.37K ﹤0.01%
+95
1595
$4.34K ﹤0.01%
+36
1596
$4.31K ﹤0.01%
+7,117
1597
$4.28K ﹤0.01%
+188
1598
$4.17K ﹤0.01%
+19
1599
$4.14K ﹤0.01%
+47
1600
$4.11K ﹤0.01%
+175
62 63
64
65 66