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
$1.93B
AUM Growth
+$87.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
776
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$13.6M
3
+$8.19M
4
NVDA icon
NVIDIA
NVDA
+$6.82M
5
AAPL icon
Apple
AAPL
+$6.77M

Top Sells

1
+$2.57M
2
+$983K
3
+$970K
4
SYY icon
Sysco
SYY
+$600K
5
EXE
Expand Energy Corp
EXE
+$515K

Sector Composition

1 Technology 17.41%
2 Financials 8.64%
3 Consumer Discretionary 6.81%
4 Communication Services 5.42%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$984K 0.05%
258
+9
227
$983K 0.05%
6,244
+966
228
$967K 0.05%
2,625
-134
229
$938K 0.05%
8,986
-146
230
$932K 0.05%
14,895
+3,304
231
$928K 0.05%
35,360
232
$925K 0.05%
15,173
-755
233
$911K 0.05%
7,877
+339
234
$907K 0.05%
39,923
+651
235
$904K 0.05%
20,409
+152
236
$902K 0.05%
7,308
+1,818
237
$897K 0.05%
15,456
+1,072
238
$894K 0.05%
14,863
+554
239
$890K 0.05%
1,738
+414
240
$889K 0.05%
1,834
+607
241
$861K 0.04%
1,357
+258
242
$858K 0.04%
20,323
+293
243
$856K 0.04%
9,220
+2,536
244
$852K 0.04%
12,578
+1,509
245
$850K 0.04%
7,300
246
$845K 0.04%
8,764
+1,664
247
$829K 0.04%
17,623
-1,135
248
$816K 0.04%
5,199
-81
249
$810K 0.04%
7,251
-917
250
$805K 0.04%
14,604
-1,814
8 9
10
11 12