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
426
$362K 0.02%
1,916
+5
427
$362K 0.02%
2,091
+5
428
$361K 0.02%
1,254
+104
429
$361K 0.02%
586
+2
430
$360K 0.02%
2,759
+413
431
$360K 0.02%
1,544
+19
432
$359K 0.02%
1,672
+11
433
$356K 0.02%
5,952
-259
434
$353K 0.02%
8,096
-8,704
435
$353K 0.02%
3,191
+10
436
$353K 0.02%
4,542
+886
437
$351K 0.02%
5,860
+21
438
$350K 0.02%
+4,004
439
$350K 0.02%
1,916
+6
440
$349K 0.02%
+2,899
441
$348K 0.02%
4,754
-74
442
$344K 0.02%
1,069
-5
443
$341K 0.02%
4,398
444
$341K 0.02%
4,480
+12
445
$341K 0.02%
2,995
-26
446
$340K 0.02%
7,947
+26
447
$340K 0.02%
6,595
+20
448
$340K 0.02%
8,983
+30
449
$339K 0.02%
2,449
+275
450
$339K 0.02%
3,781
+131
16 17
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