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
576
$247K 0.01%
2,793
-17
577
$247K 0.01%
2,167
-24
578
$246K 0.01%
1,081
-24
579
$246K 0.01%
3,200
+31
580
$246K 0.01%
2,978
+52
581
$245K 0.01%
+4,031
582
$245K 0.01%
1,582
+167
583
$245K 0.01%
+11,131
584
$245K 0.01%
1,225
+3
585
$245K 0.01%
3,931
+23
586
$244K 0.01%
6,234
+25
587
$244K 0.01%
8,021
+475
588
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6,217
+25
589
$243K 0.01%
1,460
+4
590
$242K 0.01%
417
-51
591
$241K 0.01%
1,340
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592
$241K 0.01%
4,633
+16
593
$241K 0.01%
1,620
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594
$241K 0.01%
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595
$240K 0.01%
2,013
-137
596
$239K 0.01%
3,021
-407
597
$237K 0.01%
2,031
+6
598
$237K 0.01%
1,200
+3
599
$236K 0.01%
1,902
+6
600
$236K 0.01%
4,372
+16
22 23
24
25 26