ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
This Quarter Return
+1.38%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$240M
AUM Growth
+$240M
(-7.9%)
Cap. Flow
-$22.8M
Cap. Flow
% of AUM
-9.53%
Top 10 Holdings %
Top 10 Hldgs %
35.87%
Holding
201
New
19
Increased
68
Reduced
93
Closed
17
Top Buys
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
$23.9M |
| 2 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
$19.4M |
| 3 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$4.54M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$3.36M |
| 5 |
Fiserv
FI
|
$2.94M |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 10.99% |
| 2 | Financials | 10.99% |
| 3 | Industrials | 6.56% |
| 4 | Technology | 6.53% |
| 5 | Consumer Staples | 6.21% |
