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
$349M
AUM Growth
+$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Sector Composition

1 Financials 5.24%
2 Technology 4.8%
3 Healthcare 4.69%
4 Consumer Staples 2.93%
5 Industrials 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$333K 0.1%
+4,674
127
$329K 0.09%
992
+164
128
$316K 0.09%
+6,385
129
$314K 0.09%
858
-266
130
$309K 0.09%
2,279
-178
131
$304K 0.09%
1,911
+424
132
$297K 0.09%
+1,242
133
$284K 0.08%
+3,987
134
$278K 0.08%
6,453
+1,424
135
$276K 0.08%
+1,157
136
$274K 0.08%
1,154
+33
137
$265K 0.08%
5,478
+316
138
$262K 0.08%
+4,690
139
$256K 0.07%
+3,846
140
$254K 0.07%
2,031
+206
141
$240K 0.07%
+2,001
142
$234K 0.07%
2,011
+5
143
$225K 0.06%
+8,946
144
$216K 0.06%
+1,461
145
$216K 0.06%
997
-344
146
$215K 0.06%
+502
147
$213K 0.06%
+2,580
148
$211K 0.06%
+4,461
149
$210K 0.06%
5,068
150
$209K 0.06%
2,407
-725