ATPW
Ashton Thomas Private Wealth Portfolio holdings
AUM
$2.83B
This Quarter Return
+19.63%
1 Year Return
+15.69%
3 Year Return
+62.01%
5 Year Return
+105.59%
10 Year Return
–
AUM
$337M
AUM Growth
+$337M
(+38%)
Cap. Flow
+$58.7M
Cap. Flow
% of AUM
17.42%
Top 10 Holdings %
Top 10 Hldgs %
29.9%
Holding
259
New
50
Increased
98
Reduced
74
Closed
29
Top Buys
| 1 |
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
$25.5M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$25.2M |
| 3 |
ProShares UltraPro QQQ
TQQQ
|
$4.01M |
| 4 |
ProShares UltraPro S&P 500
UPRO
|
$3.41M |
| 5 |
ProShares UltraPro Dow 30
UDOW
|
$3.28M |
Top Sells
Sector Composition
| 1 | Technology | 13.09% |
| 2 | Financials | 7.43% |
| 3 | Healthcare | 6.89% |
| 4 | Consumer Discretionary | 6.38% |
| 5 | Industrials | 5.89% |
