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
$243M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$17.7M
3 +$9.98M
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$6.18M
5
DON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$220K 0.09%
+1,568
177
$219K 0.09%
+1,529
178
$210K 0.09%
+4,190
179
$210K 0.09%
+4,577
180
$209K 0.09%
+2,944
181
$208K 0.09%
+2,465
182
$207K 0.09%
+8,321
183
$206K 0.08%
+8,408
184
$206K 0.08%
+8,499
185
$205K 0.08%
+8,263
186
$205K 0.08%
+4,252
187
$204K 0.08%
+64,996
188
$204K 0.08%
+8,254
189
$204K 0.08%
+5,000
190
$203K 0.08%
+8,124
191
$203K 0.08%
+2,517
192
$181K 0.07%
+10,973
193
$155K 0.06%
+10,935
194
$81.5K 0.03%
+14,686
195
$34.8K 0.01%
+16,200