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
276
$647K 0.03%
20,693
+426
277
$645K 0.03%
9,535
+1,400
278
$644K 0.03%
14,659
-658
279
$639K 0.03%
13,871
-2,060
280
$639K 0.03%
12,480
+5,055
281
$631K 0.03%
3,801
+162
282
$631K 0.03%
1,472
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283
$626K 0.03%
9,625
+542
284
$625K 0.03%
4,820
+206
285
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16,068
+4,206
286
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7,742
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287
$611K 0.03%
5,041
+1,039
288
$605K 0.03%
3,500
+1,682
289
$604K 0.03%
4,384
+326
290
$603K 0.03%
14,576
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291
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5,389
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292
$598K 0.03%
5,006
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293
$590K 0.03%
3,105
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294
$587K 0.03%
872
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295
$585K 0.03%
10,332
+1,106
296
$585K 0.03%
9,220
+213
297
$582K 0.03%
16,674
-436
298
$581K 0.03%
12,029
+213
299
$578K 0.03%
15,445
+205
300
$577K 0.03%
1,880
+953
10 11
12
13 14