TWM

Thrive Wealth Management Portfolio holdings

AUM $663M
1-Year Est. Return 16.94%
This Quarter Est. Return
1 Year Est. Return
+16.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$545M
AUM Growth
+$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$3.99M
2 +$1.7M
3 +$445K
4
CGMU icon
Capital Group Municipal Income ETF
CGMU
+$430K
5
OLED icon
Universal Display
OLED
+$361K

Top Sells

1 +$740K
2 +$490K
3 +$430K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$402K
5
ISRG icon
Intuitive Surgical
ISRG
+$388K

Sector Composition

1 Technology 7.99%
2 Healthcare 4.25%
3 Financials 4.01%
4 Industrials 2.28%
5 Communication Services 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-32,000
227
-737
228
-29,115
229
-8,002
230
-2,698
231
-18,500