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
$287M
AUM Growth
-$51.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$23.8M
2
+$2.57M
3
+$2.33M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.23M
5
VUG icon
Vanguard Growth ETF
VUG
+$998K

Top Sells

1
+$14.7M
2
+$9.86M
3
+$8.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.06M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.5M

Sector Composition

1 Technology 5.93%
2 Financials 5.35%
3 Healthcare 4.61%
4 Communication Services 1.92%
5 Consumer Staples 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
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