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
601
$236K 0.01%
5,835
+796
602
$236K 0.01%
1,402
+30
603
$236K 0.01%
2,468
+166
604
$235K 0.01%
4,722
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605
$234K 0.01%
4,125
+16
606
$234K 0.01%
+1,882
607
$234K 0.01%
6,690
+634
608
$234K 0.01%
+9,349
609
$233K 0.01%
4,991
+18
610
$233K 0.01%
7,418
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611
$232K 0.01%
774
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612
$231K 0.01%
4,189
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613
$231K 0.01%
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614
$231K 0.01%
3,175
-115
615
$231K 0.01%
662
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616
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+5,034
617
$230K 0.01%
4,384
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618
$230K 0.01%
+6,942
619
$229K 0.01%
1,263
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620
$228K 0.01%
11,740
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621
$227K 0.01%
+1,093
622
$227K 0.01%
1,951
+6
623
$227K 0.01%
1,305
+3
624
$225K 0.01%
5,180
-64
625
$225K 0.01%
1,769
+23
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