Separately Managed Accounts
Thrive XP Growth Composite
The Thrive XP Growth composite is a large cap equity strategy that is available as a Separately Managed Account (SMA) solution.
It is currently available at Schwab's Model Manager Marketplace.
How it works:
Your RIA signs a contract with Thrive Portfolios.
You can then designate your client accounts to be invested in the Thrive XP Growth model.
You receive access to the Thrive XP Growth model and we trade these SMA accounts for you.
You are able to change this designation at anytime.
Title | YTD | 1-Year | 3-Year | 5-Year | Since Inception |
|---|---|---|---|---|---|
Thrive XP Growth | |||||
Benchmark: S&P 500 TR | |||||
Nasdaq 100 TR | |||||
XLK | |||||
SOXX |
Performance per Annum | 2023 | 2024 | 2025 |
|---|---|---|---|
SOXX | |||
XLK | |||
Nasdaq 100 | |||
Benchmark: S&P 500 TR | |||
Thrive XP Growth |
Portfolio | Market Cap | Price / Earnings Ratio | Dividend Yield | EPS Growth - 10 Year | Revenue Growth - 10 Year |
|---|---|---|---|---|---|
SOXX | |||||
XLK | |||||
Nasdaq 100 | |||||
Benchmark: S&P 500 TR | |||||
Thrive XP Growth |
Portfolio | Gross Annual Return | Net Annual Return | S&P 500 Net TR | Composite 3-Year Standard Deviation | Benchmark 3-Year Standard Deviation | Composite Dispersion | Number of Portfolios | Composite Assets ($M) | Total Firm Assets ($M) |
|---|---|---|---|---|---|---|---|---|---|
2025 | |||||||||
2024 | |||||||||
2023 |
Reach out with questions and get started today!
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