ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $2.83B
1-Year Est. Return 15.69%
This Quarter Est. Return
1 Year Est. Return
+15.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.19M
3
+$9.17M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$8.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$18M
2
+$4.41M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.6M

Sector Composition

1 Technology 12.4%
2 Industrials 7.8%
3 Financials 7.02%
4 Healthcare 6.69%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.74M 0.17%
18,798
-402
152
$1.74M 0.17%
6,719
-5,303
153
$1.74M 0.17%
181,729
+11,482
154
$1.73M 0.17%
50,674
+18,241
155
$1.73M 0.17%
6,860
+3,456
156
$1.73M 0.17%
7,081
+3,123
157
$1.69M 0.16%
12,405
+4,970
158
$1.69M 0.16%
9,775
+3,008
159
$1.66M 0.16%
20,880
-1,867
160
$1.66M 0.16%
16,022
+4,448
161
$1.65M 0.16%
3,839
+1,604
162
$1.65M 0.16%
11,085
+1,888
163
$1.65M 0.16%
7,891
+2,933
164
$1.64M 0.16%
28,163
+1,989
165
$1.63M 0.16%
70,200
-56,327
166
$1.62M 0.16%
+28,528
167
$1.61M 0.16%
16,905
+14,124
168
$1.59M 0.15%
17,902
-579
169
$1.57M 0.15%
27,113
-4,351
170
$1.54M 0.15%
6,044
+462
171
$1.52M 0.15%
51,402
+3,294
172
$1.52M 0.15%
34,884
+219
173
$1.52M 0.15%
11,348
+6,237
174
$1.5M 0.15%
31,395
+10,780
175
$1.48M 0.14%
+20,545
5 6
7
8 9