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
526
$274K 0.01%
10,304
+35
527
$273K 0.01%
4,281
+16
528
$273K 0.01%
5,004
+6
529
$271K 0.01%
5,615
-1
530
$271K 0.01%
+4,358
531
$271K 0.01%
2,065
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532
$270K 0.01%
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533
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10,616
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534
$268K 0.01%
1,234
+167
535
$268K 0.01%
1,617
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536
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842
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537
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-14
538
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9,067
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539
$265K 0.01%
2,217
+7
540
$264K 0.01%
2,206
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541
$263K 0.01%
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1,161
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543
$262K 0.01%
791
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544
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5,192
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545
$261K 0.01%
2,888
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546
$260K 0.01%
4,278
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547
$260K 0.01%
4,405
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548
$259K 0.01%
3,014
+115
549
$259K 0.01%
848
+2
550
$258K 0.01%
911
+19
20 21
22
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