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
451
$266K 0.02%
+3,613
452
$266K 0.02%
+7,921
453
$265K 0.02%
+732
454
$265K 0.02%
+2,490
455
$265K 0.02%
+1,488
456
$264K 0.02%
+3,688
457
$262K 0.02%
+4,885
458
$262K 0.02%
+3,056
459
$262K 0.02%
+482
460
$262K 0.02%
+3,126
461
$261K 0.02%
+6,509
462
$260K 0.02%
+1,969
463
$259K 0.02%
+2,423
464
$259K 0.02%
2,346
-180
465
$258K 0.02%
+2,894
466
$258K 0.02%
+1,900
467
$257K 0.02%
+4,744
468
$257K 0.02%
+1,341
469
$256K 0.02%
+5,123
470
$255K 0.02%
+1,786
471
$255K 0.02%
+5,447
472
$254K 0.02%
3,614
+869
473
$254K 0.02%
+2,311
474
$254K 0.02%
+9,701
475
$254K 0.02%
+7,538
17 18
19
20 21