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
1651
$3.32K ﹤0.01%
+99
1652
$3.32K ﹤0.01%
+99
1653
$3.28K ﹤0.01%
+64
1654
$3.27K ﹤0.01%
+100
1655
$3.27K ﹤0.01%
+175
1656
$3.25K ﹤0.01%
+52
1657
$3.24K ﹤0.01%
34
-2,695
1658
$3.21K ﹤0.01%
+99
1659
$3.18K ﹤0.01%
+103
1660
$3.17K ﹤0.01%
+117
1661
$3.13K ﹤0.01%
+287
1662
$3.1K ﹤0.01%
+43
1663
$3.08K ﹤0.01%
+53
1664
$3.06K ﹤0.01%
+21
1665
$3.04K ﹤0.01%
+106
1666
$3.02K ﹤0.01%
+62
1667
$3K ﹤0.01%
+34
1668
$2.99K ﹤0.01%
+300
1669
$2.99K ﹤0.01%
+18
1670
$2.98K ﹤0.01%
+48
1671
$2.97K ﹤0.01%
+86
1672
$2.96K ﹤0.01%
+173
1673
$2.95K ﹤0.01%
+72
1674
$2.9K ﹤0.01%
+23
1675
$2.9K ﹤0.01%
+118
65 66
67
68 69