TWM
Thrive Wealth Management Portfolio holdings
AUM
$680M
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$680M
AUM Growth
+$17.7M
(+2.7%)
Holding
254
Top Buys
| 1 | +$5.87M | |
| 2 | +$1.24M | |
| 3 | +$827K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$552K |
| 5 |
Schwab US Broad Market ETF
SCHB
|
+$419K |
Top Sells
| 1 | +$2M | |
| 2 | +$1.49M | |
| 3 | +$377K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$351K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$346K |
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 | |
|---|---|---|---|---|---|---|
251
Bristol-Myers Squibb
BMY
$112B
| – | – |
-4,460
|
|
||
252
Vanguard Total Bond Market
BND
$147B
| – | – |
-2,873
|
|
||
253
Bright Horizons
BFAM
$5.44B
| – | – |
-2,029
|
|
||
254
Alexandria Real Estate Equities
ARE
$9.88B
| – | – |
-2,628
|
|