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
301
$425K 0.03%
+2,880
302
$423K 0.03%
+1,971
303
$421K 0.03%
+1,092
304
$420K 0.03%
+5,902
305
$417K 0.03%
+3,932
306
$417K 0.03%
397
+172
307
$416K 0.03%
+5,454
308
$412K 0.03%
4,911
-507
309
$412K 0.03%
1,834
+591
310
$409K 0.03%
+5,021
311
$408K 0.03%
+4,646
312
$408K 0.03%
+4,234
313
$408K 0.03%
+555
314
$407K 0.03%
3,057
+1,398
315
$407K 0.03%
+2,440
316
$406K 0.03%
6,924
+2,753
317
$405K 0.03%
+2,793
318
$403K 0.03%
+1,789
319
$401K 0.03%
+686
320
$400K 0.03%
+2,327
321
$395K 0.03%
+7,993
322
$391K 0.03%
+9,561
323
$390K 0.03%
+11,499
324
$388K 0.03%
+5,154
325
$387K 0.03%
+2,992
11 12
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