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
476
$317K 0.02%
5,274
+331
477
$317K 0.02%
1,415
+117
478
$317K 0.02%
25,787
+26
479
$314K 0.02%
7,426
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480
$314K 0.02%
+2,519
481
$313K 0.02%
3,093
+11
482
$313K 0.02%
19,301
-127
483
$313K 0.02%
2,501
+4
484
$310K 0.02%
8,505
+29
485
$310K 0.02%
3,338
-4
486
$306K 0.02%
1,740
+67
487
$304K 0.02%
3,040
+180
488
$303K 0.02%
540
+4
489
$303K 0.02%
2,040
+6
490
$302K 0.02%
14,883
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491
$301K 0.02%
7,050
-1,117
492
$301K 0.02%
8,795
+701
493
$300K 0.02%
1,435
-156
494
$300K 0.02%
4,427
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495
$300K 0.02%
2,281
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496
$300K 0.02%
7,641
+999
497
$296K 0.02%
1,046
-35
498
$295K 0.02%
2,609
+26
499
$295K 0.02%
6,423
-5,077
500
$294K 0.02%
4,159
+283
18 19
20
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