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
$376M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$1.25M
3
+$864K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$646K
5
TSLA icon
Tesla
TSLA
+$548K

Top Sells

1
+$2.61M
2
+$498K
3
+$405K
4
CCI icon
Crown Castle
CCI
+$310K
5
AMT icon
American Tower
AMT
+$293K

Sector Composition

1 Technology 7.12%
2 Financials 5.08%
3 Healthcare 4.59%
4 Consumer Discretionary 2.2%
5 Communication Services 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$687K 0.18%
5,722
+461
77
$678K 0.18%
1,974
-61
78
$671K 0.18%
1,249
-273
79
$652K 0.17%
4,195
+209
80
$649K 0.17%
14,644
-952
81
$646K 0.17%
46,034
82
$641K 0.17%
6,206
+1,654
83
$628K 0.17%
2,335
+187
84
$626K 0.17%
3,292
+95
85
$623K 0.17%
3,293
+16
86
$616K 0.16%
5,597
-126
87
$580K 0.15%
3,280
+25
88
$565K 0.15%
1,994
+11
89
$562K 0.15%
4,578
-81
90
$547K 0.15%
7,990
-3
91
$546K 0.15%
32,367
+3,450
92
$541K 0.14%
8,361
+833
93
$538K 0.14%
7,181
+157
94
$533K 0.14%
14,035
-2,145
95
$532K 0.14%
2,408
+126
96
$517K 0.14%
5,681
+266
97
$478K 0.13%
1,751
+11
98
$472K 0.13%
5,136
+183
99
$459K 0.12%
5,530
+90
100
$442K 0.12%
3,693
+163
2 3
4
5 6