ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
1-Year Return
15.69%
This Quarter Return
+10.8%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$243M
AUM Growth
–
Cap. Flow
+$243M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
37.11%
Holding
195
New
195
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$24.3M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$17.7M |
| 3 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$9.98M |
| 4 |
Invesco Senior Loan ETF
BKLN
|
$6.18M |
| 5 |
WisdomTree US MidCap Dividend Fund
DON
|
$6.14M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 8.03% |
| 2 | Financials | 7.86% |
| 3 | Consumer Discretionary | 7.36% |
| 4 | Consumer Staples | 6.09% |
| 5 | Technology | 5.14% |
