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
576
$208K 0.02%
+812
577
$207K 0.02%
+5,826
578
$207K 0.02%
+1,236
579
$207K 0.02%
+4,800
580
$207K 0.02%
+3,649
581
$207K 0.02%
+3,900
582
$206K 0.02%
+1,934
583
$206K 0.02%
+3,819
584
$206K 0.02%
+1,529
585
$206K 0.02%
+3,051
586
$205K 0.02%
+4,322
587
$204K 0.02%
+2,137
588
$204K 0.02%
+12,380
589
$203K 0.02%
+1,285
590
$203K 0.02%
+3,404
591
$203K 0.02%
+1,724
592
$202K 0.02%
+1,858
593
$202K 0.02%
+2,063
594
$201K 0.02%
+3,145
595
$200K 0.02%
+3,107
596
$200K 0.02%
+3,605
597
$200K 0.02%
+1,007
598
$200K 0.02%
+3,224
599
$199K 0.02%
+5,198
600
$198K 0.02%
+3,929
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