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
526
$229K 0.02%
+6,692
527
$228K 0.02%
+4,465
528
$228K 0.02%
+1,976
529
$227K 0.02%
+4,244
530
$227K 0.02%
+4,704
531
$227K 0.02%
+6,211
532
$226K 0.02%
+4,084
533
$225K 0.02%
+2,620
534
$225K 0.02%
+6,308
535
$225K 0.02%
+4,296
536
$224K 0.02%
+1,095
537
$224K 0.02%
+219
538
$224K 0.02%
+8,880
539
$224K 0.02%
+2,094
540
$223K 0.02%
+1,241
541
$223K 0.02%
+1,184
542
$223K 0.02%
+11,713
543
$223K 0.02%
+1,744
544
$222K 0.02%
+1,948
545
$222K 0.02%
+1,838
546
$221K 0.02%
+1,618
547
$221K 0.02%
+670
548
$221K 0.02%
+2,316
549
$220K 0.02%
+1,053
550
$219K 0.02%
+8,214
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