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
626
$187K 0.01%
+3,898
627
$187K 0.01%
+1,513
628
$187K 0.01%
+4,901
629
$187K 0.01%
+1,576
630
$185K 0.01%
+7,084
631
$185K 0.01%
+1,406
632
$184K 0.01%
+9,825
633
$183K 0.01%
+1,646
634
$178K 0.01%
+13,719
635
$172K 0.01%
+13,056
636
$164K 0.01%
+9,563
637
$149K 0.01%
+10,125
638
$149K 0.01%
+10,872
639
$141K 0.01%
+11,563
640
$140K 0.01%
+18,851
641
$139K 0.01%
+10,323
642
$123K 0.01%
+9,671
643
$119K 0.01%
+12,201
644
$113K 0.01%
+33,666
645
$107K 0.01%
+10,650
646
$106K 0.01%
+10,221
647
$101K 0.01%
+9,535
648
$96.4K 0.01%
+11,614
649
$94.2K 0.01%
+13,498
650
$83.2K 0.01%
+13,769
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