ATPW

Ashton Thomas Private Wealth Portfolio holdings

AUM $2.61B
This Quarter Return
-0.67%
1 Year Return
+9.33%
3 Year Return
+32.91%
5 Year Return
+126.47%
10 Year Return
AUM
$2.61B
AUM Growth
+$43.5M
Cap. Flow
+$82.7M
Cap. Flow %
3.17%
Top 10 Hldgs %
19.28%
Holding
847
New
82
Increased
403
Reduced
271
Closed
49
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$247K0.01% 6,807
+641
+10%
+$23.3K
$247K0.01% 9,837
+223
+2%
+$5.61K
$247K0.01% 5,700
$247K0.01%
+8,629
New
+$247K
$246K0.01%
+3,345
New
+$246K
$245K0.01% 9,712
-29
-0.3%
-$733
$245K0.01% 1,306
+91
+7%
+$17.1K
$244K0.01% 758
-127
-14%
-$40.9K
$243K0.01% 2,101
-119
-5%
-$13.8K
$242K0.01%
+64,356
New
+$242K
$241K0.01% 1,865
+96
+5%
+$12.4K
$241K0.01% 2,403
+126
+6%
+$12.6K
$241K0.01% 13,939
+253
+2%
+$4.37K
$241K0.01% 5,540
-14,649
-73%
-$637K
$241K0.01% 33,686
-84
-0.3%
-$601
$240K0.01% 6,000
-75
-1%
-$3.01K
$240K0.01% 4,387
+84
+2%
+$4.6K
$238K0.01% 429,752
$238K0.01% 2,962
-4
-0.1%
-$321
$237K0.01% 2,395
-74
-3%
-$7.34K
$236K0.01%
+7,300
New
+$236K
$235K0.01% 11,092
+329
+3%
+$6.97K
$234K0.01% 5,993
-400
-6%
-$15.6K
$234K0.01% 2,034
$232K0.01%
+16,726
New
+$232K