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
401
$305K 0.02%
+3,263
402
$300K 0.02%
509
+160
403
$300K 0.02%
+1,243
404
$299K 0.02%
+5,996
405
$299K 0.02%
+8,002
406
$298K 0.02%
+2,043
407
$297K 0.02%
+1,167
408
$294K 0.02%
+2,482
409
$294K 0.02%
+3,498
410
$293K 0.02%
+2,266
411
$293K 0.02%
+1,063
412
$292K 0.02%
4,051
+136
413
$292K 0.02%
+709
414
$292K 0.02%
+506
415
$291K 0.02%
+8,909
416
$290K 0.02%
+2,144
417
$288K 0.02%
+5,622
418
$287K 0.02%
+7,586
419
$285K 0.02%
+6,531
420
$284K 0.02%
+1,374
421
$284K 0.02%
+633
422
$284K 0.02%
+2,018
423
$283K 0.02%
+2,200
424
$283K 0.02%
+2,607
425
$283K 0.02%
+6,339
15 16
17
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