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
126
$360K 0.08%
2,001
-5
127
$352K 0.08%
3,196
-169
128
$350K 0.08%
9,444
-1,507
129
$346K 0.08%
10,279
+830
130
$343K 0.08%
1,448
-29
131
$342K 0.08%
2,917
+69
132
$339K 0.08%
6,881
+1,386
133
$336K 0.07%
6,574
+165
134
$333K 0.07%
707
-65
135
$331K 0.07%
1,253
-5
136
$324K 0.07%
3,541
-1,595
137
$323K 0.07%
7,058
138
$322K 0.07%
5,297
-326
139
$313K 0.07%
892
+62
140
$312K 0.07%
2,157
+49
141
$311K 0.07%
51,993
+127
142
$310K 0.07%
1,914
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143
$309K 0.07%
690
+10
144
$306K 0.07%
5,829
-264
145
$303K 0.07%
760
+19
146
$300K 0.07%
3,172
+68
147
$295K 0.07%
4,077
-460
148
$289K 0.06%
3,440
-834
149
$288K 0.06%
1,196
-17
150
$287K 0.06%
4,675
+1,232
4 5
6
7 8