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
$1.75B
AUM Growth
+$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
620
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$5.61M
3
+$4.56M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.5M
5
AMGN icon
Amgen
AMGN
+$4.39M

Top Sells

1
+$7.89M
2
+$3.57M
3
+$2.8M
4
TSCO icon
Tractor Supply
TSCO
+$2.66M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.64M

Sector Composition

1 Technology 13.59%
2 Financials 7.33%
3 Healthcare 6.81%
4 Industrials 6.33%
5 Consumer Discretionary 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.49M 0.14%
91,486
+317
177
$2.49M 0.14%
33,002
-1,659
178
$2.48M 0.14%
26,328
+669
179
$2.47M 0.14%
60,169
-1,854
180
$2.44M 0.14%
774
+177
181
$2.4M 0.14%
14,182
-779
182
$2.36M 0.13%
5,073
+1,374
183
$2.34M 0.13%
32,280
-3,856
184
$2.33M 0.13%
34,072
+1,412
185
$2.31M 0.13%
10,715
-2
186
$2.3M 0.13%
39,862
-2,154
187
$2.26M 0.13%
36,693
+11,362
188
$2.26M 0.13%
34,993
+352
189
$2.25M 0.13%
45,162
+12,034
190
$2.18M 0.13%
13,654
+717
191
$2.18M 0.12%
17,359
-169
192
$2.16M 0.12%
26,278
+2,185
193
$2.13M 0.12%
12,772
-10,092
194
$2.13M 0.12%
33,672
+2,135
195
$2.13M 0.12%
57,856
-417
196
$2.13M 0.12%
16,154
+10,227
197
$2.11M 0.12%
17,738
+532
198
$2.1M 0.12%
46,908
+139
199
$2.07M 0.12%
3,860
-950
200
$2.05M 0.12%
+82,280
6 7
8
9 10