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
626
$225K 0.01%
1,316
+98
627
$225K 0.01%
14,970
+492
628
$224K 0.01%
1,008
-87
629
$223K 0.01%
530
-2
630
$221K 0.01%
6,670
+26
631
$221K 0.01%
6,725
+620
632
$220K 0.01%
+1,001
633
$220K 0.01%
7,038
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634
$220K 0.01%
1,528
+4
635
$220K 0.01%
772
+3
636
$219K 0.01%
+3,863
637
$219K 0.01%
6,638
+17
638
$219K 0.01%
3,646
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639
$218K 0.01%
6,714
+87
640
$218K 0.01%
716
-33
641
$215K 0.01%
+2,911
642
$215K 0.01%
+3,323
643
$215K 0.01%
2,179
+98
644
$214K 0.01%
+8,446
645
$214K 0.01%
1,484
+121
646
$214K 0.01%
+654
647
$214K 0.01%
+7,271
648
$213K 0.01%
9,823
+128
649
$213K 0.01%
+114
650
$213K 0.01%
1,431
-319
24 25
26
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