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
601
$198K 0.02%
+4,935
602
$198K 0.02%
+4,562
603
$197K 0.02%
+3,717
604
$197K 0.02%
+1,069
605
$197K 0.01%
+1,329
606
$197K 0.01%
+7,965
607
$197K 0.01%
+3,081
608
$196K 0.01%
+5,345
609
$196K 0.01%
+3,828
610
$195K 0.01%
+1,353
611
$195K 0.01%
+866
612
$194K 0.01%
+5,847
613
$194K 0.01%
+7,362
614
$193K 0.01%
+2,991
615
$193K 0.01%
+5,339
616
$192K 0.01%
+1,350
617
$192K 0.01%
+8,904
618
$191K 0.01%
+2,383
619
$191K 0.01%
+3,244
620
$189K 0.01%
+1,929
621
$189K 0.01%
+11,610
622
$188K 0.01%
+1,577
623
$188K 0.01%
+2,348
624
$188K 0.01%
+2,151
625
$188K 0.01%
+1,999
23 24
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