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
376
$424K 0.02%
749
+4
377
$423K 0.02%
10,948
-1,596
378
$418K 0.02%
995
+11
379
$418K 0.02%
5,559
+1,138
380
$417K 0.02%
2,069
+14
381
$417K 0.02%
6,151
+1,189
382
$416K 0.02%
2,602
+430
383
$413K 0.02%
5,696
+112
384
$412K 0.02%
1,298
-1,461
385
$411K 0.02%
2,469
+5
386
$411K 0.02%
7,533
+4,178
387
$411K 0.02%
3,215
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388
$409K 0.02%
3,702
-625
389
$407K 0.02%
3,141
+58
390
$404K 0.02%
8,105
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391
$403K 0.02%
3,916
+483
392
$402K 0.02%
2,540
-2,408
393
$399K 0.02%
2,025
+267
394
$398K 0.02%
8,983
+31
395
$397K 0.02%
20,459
-367
396
$396K 0.02%
4,940
+13
397
$395K 0.02%
5,267
-7,993
398
$395K 0.02%
1,629
+530
399
$394K 0.02%
2,177
+4
400
$392K 0.02%
6,209
+22
14 15
16
17 18