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
351
$466K 0.02%
2,840
-25
352
$465K 0.02%
5,704
+20
353
$464K 0.02%
5,904
+9
354
$456K 0.02%
4,418
+2
355
$455K 0.02%
5,813
+1,701
356
$453K 0.02%
3,462
+114
357
$453K 0.02%
9,349
+3,195
358
$451K 0.02%
1,334
+113
359
$450K 0.02%
22,268
+1,598
360
$448K 0.02%
1,669
+292
361
$444K 0.02%
+1,727
362
$443K 0.02%
+2,367
363
$443K 0.02%
4,959
+1,313
364
$442K 0.02%
13,196
+6,980
365
$441K 0.02%
3,087
+7
366
$437K 0.02%
914
+60
367
$435K 0.02%
3,977
-3
368
$434K 0.02%
1,369
+2
369
$434K 0.02%
+2,374
370
$434K 0.02%
2,203
+5
371
$430K 0.02%
5,347
+3,067
372
$428K 0.02%
1,728
+47
373
$428K 0.02%
7,263
+2,321
374
$426K 0.02%
2,604
+6
375
$426K 0.02%
+10,889
13 14
15
16 17