TWM
Thrive Wealth Management Portfolio holdings
AUM $523M
AUM
$523M
AUM Growth
-$32.9M (-6%)
Cap. Flow
-$11.8M
Cap. Flow % of AUM
-2.26%
Top 10 Holdings %Top 10 Hldgs %
63.92%
Holding
226
New
30
Increased
74
Reduced
111
Closed
7
Top Buys
| 1 | $4.57M | |
| 2 | $493K | |
| 3 | $413K | |
| 4 | $392K | |
| 5 | $377K |
Top Sells
| 1 | $8.53M | |
| 2 | $2.84M | |
| 3 | $1.52M | |
| 4 | $1.33M | |
| 5 | $1.16M |
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Financials | 4.58% |
| 3 | Healthcare | 3.84% |
| 4 | Communication Services | 2.38% |
| 5 | Industrials | 2.03% |