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
251
$534K 0.04%
+3,075
252
$533K 0.04%
+1,982
253
$532K 0.04%
3,051
+1,322
254
$531K 0.04%
+5,094
255
$527K 0.04%
+2,454
256
$526K 0.04%
583
+342
257
$525K 0.04%
+4,169
258
$524K 0.04%
10,800
+2,370
259
$523K 0.04%
15,098
+6,139
260
$521K 0.04%
+3,434
261
$515K 0.04%
+2,089
262
$514K 0.04%
6,850
+1,230
263
$513K 0.04%
+1,797
264
$509K 0.04%
+3,503
265
$507K 0.04%
+3,668
266
$504K 0.04%
+7,589
267
$500K 0.04%
+1,079
268
$496K 0.04%
+2,273
269
$493K 0.04%
73,328
+54,818
270
$493K 0.04%
+1,547
271
$491K 0.04%
+917
272
$487K 0.04%
6,569
+4,209
273
$486K 0.04%
+2,025
274
$482K 0.04%
+8,929
275
$481K 0.04%
+6,066
9 10
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