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
$1.03B
AUM Growth
+$337M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
465
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.19M
3
+$9.17M
4
TNA icon
Direxion Daily Small Cap Bull 3x Shares
TNA
+$8.75M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.47M

Top Sells

1
+$18M
2
+$4.41M
3
+$3.82M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.31M
5
UDOW icon
ProShares UltraPro Dow 30
UDOW
+$2.6M

Sector Composition

1 Technology 12.4%
2 Industrials 7.8%
3 Financials 7.02%
4 Healthcare 6.69%
5 Consumer Discretionary 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.47M 0.14%
5,775
+285
177
$1.46M 0.14%
24,148
+17,857
178
$1.45M 0.14%
37,877
+1,164
179
$1.45M 0.14%
6,006
+1,737
180
$1.44M 0.14%
10,654
+2,230
181
$1.44M 0.14%
15,454
+2,009
182
$1.43M 0.14%
25,537
+1,392
183
$1.43M 0.14%
16,758
+10,978
184
$1.41M 0.14%
5,089
+2,504
185
$1.4M 0.14%
22,507
+1,679
186
$1.39M 0.14%
7,943
+148
187
$1.39M 0.13%
23,736
+30
188
$1.39M 0.13%
12,898
+961
189
$1.38M 0.13%
+33,646
190
$1.37M 0.13%
+7,351
191
$1.37M 0.13%
39,625
+1,516
192
$1.36M 0.13%
37,412
+3,338
193
$1.35M 0.13%
13,184
-478
194
$1.35M 0.13%
22,081
+4,696
195
$1.34M 0.13%
+27,162
196
$1.32M 0.13%
33,436
+24,077
197
$1.31M 0.13%
21,157
+1,280
198
$1.3M 0.13%
10,774
+890
199
$1.29M 0.13%
+6,321
200
$1.24M 0.12%
5,403
+518
6 7
8
9 10