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
551
$218K 0.02%
+3,909
552
$218K 0.02%
733
+16
553
$218K 0.02%
+2,015
554
$217K 0.02%
+2,138
555
$217K 0.02%
+1,810
556
$217K 0.02%
+1,951
557
$216K 0.02%
+5,234
558
$216K 0.02%
+9,600
559
$215K 0.02%
+1,194
560
$215K 0.02%
+2,009
561
$215K 0.02%
+4,550
562
$214K 0.02%
+3,017
563
$214K 0.02%
+1,087
564
$214K 0.02%
+12,238
565
$214K 0.02%
+2,640
566
$213K 0.02%
+1,265
567
$213K 0.02%
+4,929
568
$213K 0.02%
+2,061
569
$211K 0.02%
+1,888
570
$211K 0.02%
+2,857
571
$210K 0.02%
+1,978
572
$210K 0.02%
+1,119
573
$210K 0.02%
+1,381
574
$209K 0.02%
+8,233
575
$208K 0.02%
+1,542
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