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
$449M
AUM Growth
+$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$4.39M
3
+$4.29M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.59M
5
MSFT icon
Microsoft
MSFT
+$2.35M

Top Sells

1
+$2.13M
2
+$1.53M
3
+$613K
4
AMZN icon
Amazon
AMZN
+$433K
5
VUG icon
Vanguard Growth ETF
VUG
+$409K

Sector Composition

1 Technology 7.61%
2 Financials 4.45%
3 Healthcare 3.96%
4 Communication Services 2.29%
5 Industrials 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.25%
2,762
+65
52
$1.12M 0.25%
5,674
-47
53
$1.1M 0.25%
2,504
-57
54
$1.08M 0.24%
3,102
-165
55
$1.07M 0.24%
39,623
56
$1.05M 0.23%
21,120
+264
57
$1.03M 0.23%
10,955
+9
58
$1.03M 0.23%
55,290
+4,536
59
$1.02M 0.23%
29,739
+569
60
$983K 0.22%
4,002
+6
61
$939K 0.21%
2,653
+2
62
$936K 0.21%
36,867
-153
63
$918K 0.2%
18,173
-1,828
64
$906K 0.2%
4,195
+1,686
65
$898K 0.2%
1,990
+16
66
$896K 0.2%
5,785
-331
67
$894K 0.2%
9,213
-83
68
$887K 0.2%
3,713
+15
69
$887K 0.2%
5,098
-3,523
70
$855K 0.19%
4,310
-30
71
$844K 0.19%
21,676
+886
72
$843K 0.19%
1,600
-20
73
$834K 0.19%
14,156
-2,589
74
$794K 0.18%
3,954
+674
75
$787K 0.18%
20,886
-781
1 2
3
4 5