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
$556M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.41M
3
+$2.14M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.33M

Top Sells

1
+$445K
2
+$437K
3
+$422K
4
ELV icon
Elevance Health
ELV
+$416K
5
LYB icon
LyondellBasell Industries
LYB
+$416K

Sector Composition

1 Technology 8.27%
2 Financials 4.26%
3 Healthcare 3.19%
4 Communication Services 2.59%
5 Consumer Discretionary 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
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