FTWA

Fifth Third Wealth Advisors Portfolio holdings

AUM $2.71B
1-Year Est. Return 22.98%
This Quarter Est. Return
1 Year Est. Return
+22.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$42.8M
3
+$33.4M
4
AAPL icon
Apple
AAPL
+$32.6M
5
NVDA icon
NVIDIA
NVDA
+$28.5M

Top Sells

1
+$2.75M
2
+$596K
3
+$214K
4
CF icon
CF Industries
CF
+$201K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$119K

Sector Composition

1 Technology 19.32%
2 Financials 7.45%
3 Consumer Discretionary 6.3%
4 Communication Services 5.53%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$618K 0.05%
+2,496
227
$617K 0.05%
+13,011
228
$616K 0.05%
2,857
+1,083
229
$614K 0.05%
14,795
+6,692
230
$608K 0.05%
+476
231
$607K 0.05%
+3,840
232
$605K 0.05%
2,974
+2,008
233
$596K 0.05%
+1,415
234
$595K 0.05%
+787
235
$592K 0.04%
5,795
+720
236
$587K 0.04%
+15,104
237
$585K 0.04%
+3,410
238
$583K 0.04%
+4,755
239
$581K 0.04%
+4,114
240
$579K 0.04%
+9,010
241
$575K 0.04%
+4,150
242
$571K 0.04%
3,613
+2,413
243
$564K 0.04%
2,133
+123
244
$563K 0.04%
+1,542
245
$556K 0.04%
+3,668
246
$549K 0.04%
+1,469
247
$548K 0.04%
+1,865
248
$536K 0.04%
10,106
+6,534
249
$536K 0.04%
+15,231
250
$536K 0.04%
+5,799
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