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
1701
$2.53K ﹤0.01%
+127
1702
$2.52K ﹤0.01%
+44
1703
$2.49K ﹤0.01%
+20
1704
$2.49K ﹤0.01%
+20
1705
$2.48K ﹤0.01%
+30
1706
$2.46K ﹤0.01%
+46
1707
$2.46K ﹤0.01%
+40
1708
$2.45K ﹤0.01%
+162
1709
$2.45K ﹤0.01%
+14
1710
$2.45K ﹤0.01%
+48
1711
$2.44K ﹤0.01%
+71
1712
$2.42K ﹤0.01%
+34
1713
$2.42K ﹤0.01%
+20
1714
$2.4K ﹤0.01%
+23
1715
$2.39K ﹤0.01%
+34
1716
$2.38K ﹤0.01%
+45
1717
$2.38K ﹤0.01%
+83
1718
$2.37K ﹤0.01%
+32
1719
$2.36K ﹤0.01%
+9
1720
$2.35K ﹤0.01%
+125
1721
$2.34K ﹤0.01%
+133
1722
$2.33K ﹤0.01%
+21
1723
$2.3K ﹤0.01%
+104
1724
$2.29K ﹤0.01%
+32
1725
$2.26K ﹤0.01%
+339
67 68
69
70 71