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
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$347K 0.14%
2,008
+361
152
$340K 0.14%
3,045
+773
153
$335K 0.14%
7,804
+1,476
154
$335K 0.14%
+1,457
155
$334K 0.14%
+4,130
156
$333K 0.14%
1,279
-236
157
$326K 0.13%
1,635
+141
158
$326K 0.13%
+2,686
159
$318K 0.13%
+2,758
160
$317K 0.13%
1,457
+403
161
$312K 0.13%
5,516
-30
162
$311K 0.13%
+7,031
163
$311K 0.13%
6,330
-443
164
$310K 0.13%
5,857
-33
165
$308K 0.13%
+3,474
166
$308K 0.13%
+6,366
167
$306K 0.13%
3,526
+171
168
$304K 0.12%
+9,552
169
$304K 0.12%
2,297
+559
170
$302K 0.12%
2,365
+129
171
$302K 0.12%
3,858
+300
172
$300K 0.12%
6,293
+1,943
173
$294K 0.12%
3,280
+746
174
$292K 0.12%
+950
175
$291K 0.12%
46,622
-13,211
5 6
7
8 9