TWM
Thrive Wealth Management Portfolio holdings
AUM
$671M
1-Year Est. Return
17.75%
This Fund
S&P 500
1 Year Est. Return
+17.75%
AUM
$671M
AUM Growth
-$9.63M
(-1.4%)
Holding
260
Top Buys
| 1 | +$12.3M | |
| 2 | +$5.95M | |
| 3 | +$866K | |
| 4 |
Capital Group Municipal Income ETF
CGMU
|
+$803K |
| 5 |
IBM
IBM
|
+$802K |
Top Sells
| 1 | +$941K | |
| 2 | +$490K | |
| 3 | +$480K | |
| 4 |
Thermo Fisher Scientific
TMO
|
+$450K |
| 5 |
AstraZeneca
AZN
|
+$413K |
Sector Composition
| 1 | Technology | 7.02% |
| 2 | Financials | 3.96% |
| 3 | Healthcare | 2.81% |
| 4 | Communication Services | 2.58% |
| 5 | Industrials | 2.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
ServiceNow
NOW
$100B
| – | – |
-1,774
|
|
||
252
Ollie's Bargain Outlet
OLLI
$5.78B
| – | – |
-2,426
|
|
||
253
PayPal
PYPL
$45.7B
| – | – |
-4,317
|
|
||
254
Thor Industries
THO
$4.24B
| – | – |
-1,955
|
|
||
255
Trimble
TRMB
$16.1B
| – | – |
-2,779
|
|
||
256
Voya Financial
VOYA
$6.88B
| – | – |
-2,776
|
|
||
257
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
| – | – |
-1,406
|
|
||
|
TTAN
258
ServiceTitan Inc
TTAN
$6.13B
| – | – |
-2,130
|
|
||
259
Gartner
IT
$10.4B
| – | – |
-1,033
|
|
||
260
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
| – | – |
-2,526
|
|