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
451
$338K 0.02%
1,309
+80
452
$338K 0.02%
2,291
+166
453
$338K 0.02%
3,494
+9
454
$337K 0.02%
1,385
+30
455
$337K 0.02%
2,169
+54
456
$336K 0.02%
1,083
+3
457
$335K 0.02%
284
+6
458
$335K 0.02%
1,253
+3
459
$333K 0.02%
3,536
+11
460
$332K 0.02%
10,697
+350
461
$330K 0.02%
6,691
+843
462
$328K 0.02%
+2,145
463
$328K 0.02%
7,937
+365
464
$327K 0.02%
1,237
+98
465
$327K 0.02%
8,851
+30
466
$326K 0.02%
+1,713
467
$326K 0.02%
+10,462
468
$325K 0.02%
8,133
+150
469
$324K 0.02%
11,938
-3,785
470
$324K 0.02%
2,396
+7
471
$323K 0.02%
1,101
+137
472
$323K 0.02%
2,564
+550
473
$319K 0.02%
8,062
+30
474
$317K 0.02%
698
+255
475
$317K 0.02%
6,051
+62
17 18
19
20 21