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
1776
$1.54K ﹤0.01%
+14
1777
$1.53K ﹤0.01%
+100
1778
$1.52K ﹤0.01%
+32
1779
$1.52K ﹤0.01%
+853
1780
$1.5K ﹤0.01%
+72
1781
$1.47K ﹤0.01%
+26
1782
$1.47K ﹤0.01%
+105
1783
$1.47K ﹤0.01%
+6
1784
$1.47K ﹤0.01%
+100
1785
$1.45K ﹤0.01%
+124
1786
$1.44K ﹤0.01%
+19
1787
$1.44K ﹤0.01%
+64
1788
$1.41K ﹤0.01%
+73
1789
$1.4K ﹤0.01%
+11
1790
$1.4K ﹤0.01%
+39
1791
$1.4K ﹤0.01%
+15
1792
$1.4K ﹤0.01%
+1,000
1793
$1.4K ﹤0.01%
+124
1794
$1.39K ﹤0.01%
+100
1795
$1.39K ﹤0.01%
+20
1796
$1.37K ﹤0.01%
+142
1797
$1.36K ﹤0.01%
+139
1798
$1.36K ﹤0.01%
+110
1799
$1.34K ﹤0.01%
+68
1800
$1.34K ﹤0.01%
+63
70 71
72
73 74