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
$337M
AUM Growth
+$92.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$25.5M
2
+$25.2M
3
+$4.01M
4
UPRO icon
ProShares UltraPro S&P 500
UPRO
+$3.41M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$3.28M

Top Sells

1
+$16M
2
+$13.1M
3
+$8.1M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$8.04M
5
SJNK icon
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$3.23M

Sector Composition

1 Technology 13.09%
2 Financials 7.43%
3 Healthcare 6.89%
4 Consumer Discretionary 6.38%
5 Industrials 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$395K 0.12%
5,373
-3,312
177
$395K 0.12%
1,527
+70
178
$391K 0.12%
+6,016
179
$389K 0.12%
2,025
-377
180
$376K 0.11%
+2,652
181
$372K 0.11%
46,844
+222
182
$365K 0.11%
2,883
-196
183
$340K 0.1%
2,406
+41
184
$340K 0.1%
+3,909
185
$337K 0.1%
3,335
-129,380
186
$325K 0.1%
2,773
-608
187
$324K 0.1%
+5,750
188
$324K 0.1%
2,067
-963
189
$316K 0.09%
+6,000
190
$315K 0.09%
31,431
+16,273
191
$310K 0.09%
+2,264
192
$306K 0.09%
+8,836
193
$305K 0.09%
+7,500
194
$295K 0.09%
1,480
-116
195
$294K 0.09%
2,551
-5,119
196
$292K 0.09%
+7,703
197
$286K 0.09%
4,702
+823
198
$284K 0.08%
679
-271
199
$277K 0.08%
+29,200
200
$267K 0.08%
+3,862
6 7
8
9 10