TWM
Thrive Wealth Management Portfolio holdings
AUM
$680M
1-Year Est. Return
17.8%
1 Year Est. Return
+17.8%
AUM
$663M
AUM Growth
+$43.4M
(+7%)
Holding
253
Top Buys
| 1 | +$4.99M | |
| 2 | +$3.43M | |
| 3 | +$2.3M | |
| 4 |
Capital Group Municipal Income ETF
CGMU
|
+$580K |
| 5 |
VBIL
Vanguard 0-3 Month Treasury Bill ETF
VBIL
|
+$544K |
Top Sells
| 1 | +$7.43M | |
| 2 | +$3.49M | |
| 3 | +$1.93M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$1.62M |
| 5 |
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
|
+$1.02M |
Sector Composition
| 1 | Technology | 7.99% |
| 2 | Financials | 4.54% |
| 3 | Healthcare | 2.98% |
| 4 | Communication Services | 2.52% |
| 5 | Industrials | 2.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Accenture
ACN
$176B
| – | – |
-917
|
|
||
252
Virtu Financial
VIRT
$3.13B
| – | – |
-4,719
|
|
||
|
SHYM
253
iShares Short Duration High Yield Muni Active ETF
SHYM
$446M
| – | – |
-10,113
|
|