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
276
$480K 0.04%
+162
277
$478K 0.04%
+9,572
278
$476K 0.04%
+4,423
279
$475K 0.04%
1,438
+638
280
$475K 0.04%
+3,156
281
$474K 0.04%
+1,121
282
$467K 0.04%
8,645
+3,730
283
$467K 0.04%
+4,534
284
$464K 0.04%
6,518
+2,653
285
$461K 0.04%
+1,723
286
$456K 0.03%
+5,946
287
$453K 0.03%
+3,217
288
$453K 0.03%
+2,205
289
$450K 0.03%
+948
290
$444K 0.03%
+8,201
291
$440K 0.03%
+681
292
$439K 0.03%
+2,192
293
$436K 0.03%
+14,220
294
$435K 0.03%
+3,157
295
$434K 0.03%
+12,404
296
$433K 0.03%
5,058
+2,522
297
$432K 0.03%
+3,685
298
$428K 0.03%
+4,858
299
$428K 0.03%
4,876
+2,224
300
$427K 0.03%
+3,711
10 11
12
13 14