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
351
$366K 0.03%
+752
352
$366K 0.03%
+4,077
353
$364K 0.03%
+6,868
354
$363K 0.03%
+5,577
355
$363K 0.03%
2,492
+273
356
$362K 0.03%
+11,508
357
$361K 0.03%
+1,913
358
$360K 0.03%
+1,372
359
$359K 0.03%
+4,868
360
$358K 0.03%
+2,999
361
$357K 0.03%
+4,872
362
$355K 0.03%
+4,940
363
$355K 0.03%
+7,785
364
$354K 0.03%
10,720
365
$354K 0.03%
+3,619
366
$348K 0.03%
+423
367
$346K 0.03%
+6,284
368
$345K 0.03%
+6,524
369
$342K 0.03%
+7,647
370
$342K 0.03%
+710
371
$342K 0.03%
+3,477
372
$339K 0.03%
+9,132
373
$339K 0.03%
+1,864
374
$339K 0.03%
+1,545
375
$338K 0.03%
+4,359
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