TWM

Thrive Wealth Management Portfolio holdings

AUM $680M
1-Year Est. Return 17.8%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
-$1.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$7.53M
3
+$2.58M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$1.71M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$1.55M

Top Sells

1
+$24.4M
2
+$1.87M
3
+$979K
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$770K
5
QCOM icon
Qualcomm
QCOM
+$704K

Sector Composition

1 Technology 5.71%
2 Financials 5.7%
3 Healthcare 4.64%
4 Industrials 1.88%
5 Communication Services 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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0
155
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160
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161
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3 4 5 6
7