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
201
$1.24M 0.12%
+12,767
202
$1.24M 0.12%
+29,548
203
$1.23M 0.12%
12,899
+286
204
$1.21M 0.12%
7,902
+756
205
$1.21M 0.12%
+14,632
206
$1.21M 0.12%
38,933
+10,034
207
$1.2M 0.12%
4,262
+184
208
$1.17M 0.11%
8,793
+4,321
209
$1.16M 0.11%
+13,088
210
$1.16M 0.11%
11,789
+3,836
211
$1.15M 0.11%
8,271
+1,637
212
$1.14M 0.11%
6,686
+1,489
213
$1.14M 0.11%
+7,913
214
$1.14M 0.11%
38,262
-11,219
215
$1.13M 0.11%
17,669
+288
216
$1.11M 0.11%
7,172
+1,484
217
$1.11M 0.11%
7,097
+3,208
218
$1.11M 0.11%
16,823
+7,808
219
$1.09M 0.11%
3,000
220
$1.08M 0.11%
3,377
+91
221
$1.07M 0.1%
3,819
+2,831
222
$1.07M 0.1%
6,392
+2,663
223
$1.06M 0.1%
+21,105
224
$1.06M 0.1%
9,184
+1,298
225
$1.05M 0.1%
+20,198
7 8
9
10 11