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
1626
$3.74K ﹤0.01%
+268
1627
$3.71K ﹤0.01%
+166
1628
$3.71K ﹤0.01%
+100
1629
$3.61K ﹤0.01%
+25
1630
$3.6K ﹤0.01%
+241
1631
$3.6K ﹤0.01%
+130
1632
$3.59K ﹤0.01%
+33
1633
$3.58K ﹤0.01%
+226
1634
$3.58K ﹤0.01%
+80
1635
$3.58K ﹤0.01%
+59
1636
$3.57K ﹤0.01%
+70
1637
$3.56K ﹤0.01%
+20
1638
$3.56K ﹤0.01%
+567
1639
$3.55K ﹤0.01%
+114
1640
$3.55K ﹤0.01%
+100
1641
$3.53K ﹤0.01%
+281
1642
$3.51K ﹤0.01%
+54
1643
$3.51K ﹤0.01%
+216
1644
$3.49K ﹤0.01%
+21
1645
$3.48K ﹤0.01%
+19
1646
$3.42K ﹤0.01%
+55
1647
$3.4K ﹤0.01%
+28
1648
$3.38K ﹤0.01%
+40
1649
$3.35K ﹤0.01%
+44
1650
$3.34K ﹤0.01%
+61
64 65
66
67 68