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
501
$293K 0.02%
7,705
+31
502
$293K 0.02%
6,383
+24
503
$290K 0.02%
3,010
-29
504
$290K 0.02%
4,179
+1,064
505
$289K 0.02%
10,001
+921
506
$288K 0.01%
4,883
-5,372
507
$288K 0.01%
4,758
+16
508
$287K 0.01%
6,588
+25
509
$287K 0.01%
8,314
+31
510
$286K 0.01%
5,410
+100
511
$286K 0.01%
14,444
-164
512
$285K 0.01%
2,921
-57
513
$285K 0.01%
1,263
+3
514
$284K 0.01%
2,271
+12
515
$284K 0.01%
1,587
+61
516
$282K 0.01%
5,684
+20
517
$281K 0.01%
5,944
+20
518
$280K 0.01%
4,311
+15
519
$280K 0.01%
1,333
+141
520
$279K 0.01%
1,058
+2
521
$278K 0.01%
8,409
+37
522
$278K 0.01%
591
+157
523
$276K 0.01%
3,776
+100
524
$275K 0.01%
655
+45
525
$274K 0.01%
4,729
+15
19 20
21
22 23