TWML
THRYVE WEALTH MANAGEMENT LLC Portfolio holdings
AUM
$202M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$202M
AUM Growth
–
Holding
94
Top Buys
| 1 | +$40.5M | |
| 2 | +$27.6M | |
| 3 | +$8.63M | |
| 4 |
First Trust RBA American Industrial Renaissance ETF
AIRR
|
+$8.1M |
| 5 |
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
|
+$7.81M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.09% |
| 2 | Consumer Discretionary | 3.6% |
| 3 | Financials | 2.99% |
| 4 | Communication Services | 2.89% |
| 5 | Healthcare | 1.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
MetLife
MET
$49.4B
| $285K | 0.14% |
+3,611
|
|
||
77
RPM International
RPM
$14.9B
| $269K | 0.13% |
+2,582
|
|
||
78
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.5B
| $267K | 0.13% |
+5,055
|
|
||
79
iShares Core S&P 500 ETF
IVV
$761B
| $265K | 0.13% |
+387
|
|
||
80
D.R. Horton
DHI
$47.5B
| $265K | 0.13% |
+1,839
|
|
||
81
ServiceNow
NOW
$109B
| $254K | 0.13% |
+1,655
|
|
||
82
Dominion Energy
D
$54.4B
| $249K | 0.12% |
+4,256
|
|
||
83
Unilever
UL
$160B
| $249K | 0.12% |
+3,802
|
|
||
84
Chevron
CVX
$365B
| $245K | 0.12% |
+1,609
|
|
||
85
iShares Short-Term National Muni Bond ETF
SUB
$10.9B
| $236K | 0.12% |
+2,210
|
|
||
86
Amphenol
APH
$188B
| $233K | 0.12% |
+1,727
|
|
||
87
Merck
MRK
$308B
| $232K | 0.11% |
+2,206
|
|
||
88
Franklin Bitcoin ETF
EZBC
$410M
| $230K | 0.11% |
+4,550
|
|
||
89
Procter & Gamble
PG
$380B
| $228K | 0.11% |
+1,589
|
|
||
90
TSMC
TSM
$2.01T
| $223K | 0.11% |
+734
|
|
||
91
iShares TIPS Bond ETF
TIP
$14.2B
| $223K | 0.11% |
+2,028
|
|
||
92
Boeing
BA
$181B
| $206K | 0.1% |
+951
|
|
||
93
3M
MMM
$87.7B
| $202K | 0.1% |
+1,260
|
|
||
94
Strive Inc
ASST
$538M
| $24K | 0.01% |
+1,626
|
|