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
426
$282K 0.02%
+4,937
427
$282K 0.02%
+4,074
428
$280K 0.02%
+2,428
429
$280K 0.02%
+14,696
430
$280K 0.02%
+726
431
$280K 0.02%
+8,216
432
$279K 0.02%
+9,043
433
$276K 0.02%
+2,243
434
$275K 0.02%
+14,532
435
$274K 0.02%
+5,795
436
$274K 0.02%
+2,718
437
$273K 0.02%
+2,165
438
$273K 0.02%
9,379
+2,904
439
$273K 0.02%
+4,250
440
$272K 0.02%
+3,673
441
$272K 0.02%
+2,846
442
$271K 0.02%
+1,534
443
$271K 0.02%
+7,905
444
$270K 0.02%
+1,207
445
$269K 0.02%
+2,085
446
$269K 0.02%
+3,615
447
$268K 0.02%
2,610
448
$267K 0.02%
+1,130
449
$267K 0.02%
+3,250
450
$267K 0.02%
+2,980
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