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
551
$257K 0.01%
1,681
-105
552
$257K 0.01%
7,167
+11
553
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1,452
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554
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446
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555
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556
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3,162
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557
$254K 0.01%
5,296
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558
$253K 0.01%
2,437
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559
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1,352
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560
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561
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562
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2,324
-36
563
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564
$252K 0.01%
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-25
565
$252K 0.01%
4,582
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566
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567
$250K 0.01%
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568
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1,547
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569
$250K 0.01%
16,185
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570
$249K 0.01%
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571
$248K 0.01%
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-183
572
$248K 0.01%
3,551
+14
573
$248K 0.01%
5,100
574
$248K 0.01%
1,913
-13
575
$247K 0.01%
3,200
-444
21 22
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