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
651
$213K 0.01%
+2,118
652
$213K 0.01%
+2,011
653
$212K 0.01%
7,008
+26
654
$212K 0.01%
+644
655
$212K 0.01%
19,756
+1,618
656
$211K 0.01%
+5,884
657
$211K 0.01%
575
+2
658
$211K 0.01%
1,315
+84
659
$210K 0.01%
1,063
-35
660
$210K 0.01%
361
-1
661
$209K 0.01%
2,364
+7
662
$209K 0.01%
15,071
+59
663
$209K 0.01%
12,350
-127
664
$209K 0.01%
19,775
+1
665
$208K 0.01%
+1,319
666
$208K 0.01%
+5,738
667
$207K 0.01%
+2,126
668
$207K 0.01%
+1,403
669
$207K 0.01%
1,842
+6
670
$206K 0.01%
+5,755
671
$206K 0.01%
+3,956
672
$205K 0.01%
9,674
+36
673
$205K 0.01%
2,826
-57
674
$204K 0.01%
1,909
-13
675
$204K 0.01%
+3,109
25 26
27
28 29