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
151
$285K 0.06%
1,523
+1
152
$270K 0.06%
658
-1
153
$265K 0.06%
5,450
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154
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728
155
$263K 0.06%
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-1
156
$259K 0.06%
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-34
157
$258K 0.06%
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-38
158
$256K 0.06%
+362
159
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314
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160
$254K 0.06%
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161
$253K 0.06%
1,138
-15
162
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750
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163
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+1,013
164
$244K 0.05%
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165
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561
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166
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167
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168
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169
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170
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171
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172
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173
$226K 0.05%
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174
$225K 0.05%
+1,023
175
$224K 0.05%
+4,761
4 5 6
7
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