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
$386M
AUM Growth
-$3.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.6%
2 Financials 5.05%
3 Healthcare 4.59%
4 Communication Services 2.31%
5 Industrials 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$203K 0.05%
5,068
177
$200K 0.05%
+2,458
178
$146K 0.04%
16,929
179
$94.7K 0.02%
11,304
-1,687
180
$71.1K 0.02%
+14,131
181
-967
182
-11,571
183
-7,949
184
-1,219
185
-12,172
186
-9,978
187
-1,993
188
-5,532
189
-514
190
-3,192
191
-1,864