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
126
$315K 0.08%
4,537
-31
127
$314K 0.08%
51,866
+118
128
$314K 0.08%
1,477
+232
129
$308K 0.08%
4,274
+191
130
$307K 0.08%
2,848
131
$306K 0.08%
542
-3
132
$299K 0.08%
1,047
+70
133
$295K 0.08%
2,509
+579
134
$282K 0.08%
1,172
-9
135
$281K 0.07%
1,258
-12
136
$264K 0.07%
741
+3
137
$262K 0.07%
3,349
-594
138
$262K 0.07%
3,866
+49
139
$260K 0.07%
1,096
+31
140
$260K 0.07%
1,879
-7
141
$259K 0.07%
9,449
+471
142
$259K 0.07%
1,213
+66
143
$255K 0.07%
3,147
-945
144
$255K 0.07%
830
+27
145
$255K 0.07%
680
-14
146
$247K 0.07%
1,513
+11
147
$247K 0.07%
3,104
+4
148
$243K 0.06%
2,417
+62
149
$242K 0.06%
2,105
+68
150
$241K 0.06%
6,390
-660
4 5
6
7 8