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
1676
$2.89K ﹤0.01%
+143
1677
$2.88K ﹤0.01%
+35
1678
$2.86K ﹤0.01%
+27
1679
$2.85K ﹤0.01%
+57
1680
$2.82K ﹤0.01%
+49
1681
$2.81K ﹤0.01%
+180
1682
$2.77K ﹤0.01%
+72
1683
$2.75K ﹤0.01%
+19
1684
$2.75K ﹤0.01%
+2,500
1685
$2.73K ﹤0.01%
+42
1686
$2.73K ﹤0.01%
+74
1687
$2.72K ﹤0.01%
+21
1688
$2.7K ﹤0.01%
+49
1689
$2.69K ﹤0.01%
+26
1690
$2.68K ﹤0.01%
+113
1691
$2.66K ﹤0.01%
+52
1692
$2.65K ﹤0.01%
+65
1693
$2.63K ﹤0.01%
+171
1694
$2.6K ﹤0.01%
+260
1695
$2.6K ﹤0.01%
+737
1696
$2.59K ﹤0.01%
+54
1697
$2.56K ﹤0.01%
+80
1698
$2.56K ﹤0.01%
+55
1699
$2.53K ﹤0.01%
+46
1700
$2.53K ﹤0.01%
+50
66 67
68
69 70