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
476
$253K 0.02%
+5,177
477
$253K 0.02%
+2,069
478
$253K 0.02%
+1,049
479
$253K 0.02%
+3,898
480
$253K 0.02%
+1,214
481
$253K 0.02%
+787
482
$253K 0.02%
+1,627
483
$253K 0.02%
+4,439
484
$252K 0.02%
2,088
-124
485
$252K 0.02%
+2,817
486
$252K 0.02%
+1,819
487
$252K 0.02%
+4,337
488
$251K 0.02%
+2,598
489
$251K 0.02%
+813
490
$250K 0.02%
+1,414
491
$250K 0.02%
+5,877
492
$250K 0.02%
+4,693
493
$250K 0.02%
+4,369
494
$249K 0.02%
+3,636
495
$249K 0.02%
+1,907
496
$249K 0.02%
5,996
-989
497
$248K 0.02%
+3,355
498
$247K 0.02%
+16,049
499
$245K 0.02%
+2,140
500
$245K 0.02%
+3,122
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