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
401
$391K 0.02%
1,214
-43
402
$391K 0.02%
5,231
-707
403
$389K 0.02%
1,112
+2
404
$387K 0.02%
+7,585
405
$386K 0.02%
2,985
+7
406
$386K 0.02%
6,951
+1,492
407
$385K 0.02%
3,645
-1
408
$385K 0.02%
+20,689
409
$382K 0.02%
2,218
+82
410
$380K 0.02%
4,095
+2
411
$380K 0.02%
4,612
+364
412
$379K 0.02%
5,088
+419
413
$378K 0.02%
3,960
+1,391
414
$376K 0.02%
5,636
+30
415
$376K 0.02%
5,464
+65
416
$374K 0.02%
4,511
+294
417
$372K 0.02%
2,595
+112
418
$369K 0.02%
+4,588
419
$367K 0.02%
10,720
420
$366K 0.02%
753
+2
421
$366K 0.02%
+3,758
422
$366K 0.02%
1,188
+4
423
$365K 0.02%
2,070
+231
424
$365K 0.02%
9,015
+34
425
$364K 0.02%
7,710
+30
15 16
17
18 19