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
501
$245K 0.02%
+1,009
502
$244K 0.02%
+1,437
503
$243K 0.02%
+1,251
504
$242K 0.02%
+1,599
505
$242K 0.02%
+958
506
$242K 0.02%
+7,496
507
$241K 0.02%
+1,665
508
$240K 0.02%
+14,887
509
$240K 0.02%
+6,030
510
$238K 0.02%
+508
511
$238K 0.02%
+2,762
512
$238K 0.02%
+10,310
513
$238K 0.02%
+651
514
$237K 0.02%
+2,161
515
$236K 0.02%
+1,831
516
$235K 0.02%
+1,082
517
$235K 0.02%
+799
518
$234K 0.02%
+1,894
519
$234K 0.02%
+3,416
520
$233K 0.02%
+6,977
521
$232K 0.02%
1,149
+114
522
$231K 0.02%
+857
523
$231K 0.02%
4,398
524
$229K 0.02%
+775
525
$229K 0.02%
+2,798
19 20
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