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
$244M
AUM Growth
-$58.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$4.83M
3
+$2.47M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$1.46M
5
ABBV icon
AbbVie
ABBV
+$1.31M

Top Sells

1
+$4.79M
2
+$4.04M
3
+$3.05M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$2.99M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.97M

Sector Composition

1 Technology 10.39%
2 Financials 8.09%
3 Healthcare 7.45%
4 Consumer Discretionary 7.34%
5 Industrials 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$289K 0.12%
+13,935
177
$288K 0.12%
13,850
-2,753
178
$280K 0.11%
+10,236
179
$271K 0.11%
3,040
-144
180
$266K 0.11%
+4,799
181
$265K 0.11%
+1,082
182
$259K 0.11%
2,926
-2,742
183
$257K 0.11%
851
+136
184
$253K 0.1%
+6,990
185
$251K 0.1%
79,787
186
$240K 0.1%
1,596
-151
187
$232K 0.09%
5,675
-853
188
$226K 0.09%
4,512
189
$226K 0.09%
+30,000
190
$216K 0.09%
3,958
+338
191
$215K 0.09%
2,196
+6
192
$214K 0.09%
+10,294
193
$213K 0.09%
2,944
-4,263
194
$213K 0.09%
+1,866
195
$210K 0.09%
2,423
+152
196
$209K 0.09%
4,154
+579
197
$208K 0.09%
16,112
-5,916
198
$207K 0.08%
+3,879
199
$204K 0.08%
+69
200
$164K 0.07%
12,557
-1,619
6 7
8
9 10