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
376
$338K 0.03%
+8,519
377
$338K 0.03%
+21,424
378
$336K 0.03%
+1,637
379
$334K 0.03%
861
+359
380
$334K 0.03%
+5,518
381
$330K 0.03%
+1,895
382
$330K 0.03%
+9,762
383
$329K 0.02%
+4,970
384
$324K 0.02%
+3,263
385
$324K 0.02%
+1,534
386
$323K 0.02%
+2,582
387
$323K 0.02%
+596
388
$321K 0.02%
+15,165
389
$318K 0.02%
+739
390
$318K 0.02%
+6,387
391
$317K 0.02%
+7,020
392
$313K 0.02%
+1,162
393
$312K 0.02%
+1,486
394
$310K 0.02%
+660
395
$309K 0.02%
+1,244
396
$309K 0.02%
+4,263
397
$307K 0.02%
+1,704
398
$307K 0.02%
+1,902
399
$305K 0.02%
+1,248
400
$305K 0.02%
+5,550
14 15
16
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