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
$390M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$3.77M
3
+$3.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.94M
5
MSFT icon
Microsoft
MSFT
+$1.8M

Top Sells

1
+$4.63M
2
+$2.96M
3
+$1.57M
4
LNC icon
Lincoln National
LNC
+$867K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$688K

Sector Composition

1 Technology 6.49%
2 Financials 4.77%
3 Healthcare 4.16%
4 Industrials 2.04%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-30,586
177
– –
-815
178
– –
-5,478
179
– –
-4,745
4 5 6 7
8