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
1726
$2.22K ﹤0.01%
+23
1727
$2.19K ﹤0.01%
+24
1728
$2.18K ﹤0.01%
+70
1729
$2.18K ﹤0.01%
+121
1730
$2.17K ﹤0.01%
+12
1731
$2.17K ﹤0.01%
+71
1732
$2.16K ﹤0.01%
+36
1733
$2.15K ﹤0.01%
+103
1734
$2.09K ﹤0.01%
+36
1735
$2.08K ﹤0.01%
+80
1736
$2.06K ﹤0.01%
+4
1737
$2.04K ﹤0.01%
+17
1738
$2.04K ﹤0.01%
+120
1739
$2.03K ﹤0.01%
+500
1740
$2.02K ﹤0.01%
+45
1741
$2K ﹤0.01%
+100
1742
$1.98K ﹤0.01%
+82
1743
$1.96K ﹤0.01%
+103
1744
$1.96K ﹤0.01%
+496
1745
$1.94K ﹤0.01%
+146
1746
$1.91K ﹤0.01%
+84
1747
$1.9K ﹤0.01%
+152
1748
$1.89K ﹤0.01%
+27
1749
$1.85K ﹤0.01%
+654
1750
$1.84K ﹤0.01%
+68
68 69
70
71 72