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
$484M
AUM Growth
+$34.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1 +$6.42M
2 +$1.55M
3 +$1.4M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.17M
5
INTF icon
iShares International Equity Factor ETF
INTF
+$587K

Sector Composition

1 Technology 7.88%
2 Healthcare 4.54%
3 Financials 4.18%
4 Communication Services 2.43%
5 Industrials 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$420K 0.09%
4,111
-424
127
$417K 0.09%
803
+96
128
$411K 0.08%
4,474
+933
129
$410K 0.08%
1,802
+279
130
$408K 0.08%
1,569
+121
131
$405K 0.08%
6,048
+1,373
132
$398K 0.08%
2,133
-2,965
133
$398K 0.08%
1,929
+15
134
$396K 0.08%
3,487
+291
135
$394K 0.08%
4,039
+599
136
$381K 0.08%
1,984
-17
137
$380K 0.08%
2,246
+89
138
$378K 0.08%
5,914
+617
139
$371K 0.08%
3,820
+780
140
$366K 0.08%
1,332
+79
141
$366K 0.08%
499
-51
142
$360K 0.07%
2,922
+5
143
$358K 0.07%
897
+147
144
$355K 0.07%
3,350
-828
145
$353K 0.07%
722
+32
146
$347K 0.07%
571
+26
147
$342K 0.07%
1,093
-103
148
$333K 0.07%
3,286
+114
149
$333K 0.07%
824
+64
150
$332K 0.07%
1,302
+164