TWM
Thrive Wealth Management Portfolio holdings
AUM
$680M
1-Year Est. Return
17.8%
This Fund
S&P 500
1 Year Est. Return
+17.8%
AUM
$680M
AUM Growth
+$17.7M
(+2.7%)
Holding
254
Top Buys
| 1 | +$5.78M | |
| 2 | +$1.23M | |
| 3 | +$828K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$548K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$416K |
Top Sells
| 1 | +$1.98M | |
| 2 | +$1.49M | |
| 3 | +$377K | |
| 4 |
Microsoft
MSFT
|
+$357K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$351K |
Sector Composition
| 1 | Technology | 7.63% |
| 2 | Financials | 4.5% |
| 3 | Healthcare | 3.19% |
| 4 | Communication Services | 2.69% |
| 5 | Industrials | 2.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FETH
251
Fidelity Ethereum Fund
FETH
$831M
| – | – |
-5,000
|
|
||
|
252
Vanguard Total International Stock ETF
VXUS
$133B
| – | – |
-4,775
|
|
||
253
Watsco Inc
WSO
$16.5B
| – | – |
-654
|
|
||
254
Zebra Technologies
ZBRA
$11.1B
| – | – |
-1,070
|
|