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
$523M
AUM Growth
-$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$4.57M
2 +$493K
3 +$413K
4
OLED icon
Universal Display
OLED
+$392K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$377K

Top Sells

1 +$8.53M
2 +$2.84M
3 +$1.52M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.33M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-971