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
676
$204K 0.01%
+1,750
677
$203K 0.01%
11,809
-1,304
678
$202K 0.01%
3,484
-11
679
$201K 0.01%
2,821
-39
680
$201K 0.01%
+792
681
$201K 0.01%
1,279
-4
682
$200K 0.01%
10,224
+415
683
$185K 0.01%
10,252
+40
684
$180K 0.01%
11,858
+45
685
$163K 0.01%
12,085
+1,122
686
$161K 0.01%
+10,044
687
$161K 0.01%
10,346
+100
688
$155K 0.01%
+11,357
689
$132K 0.01%
14,611
+19
690
$129K 0.01%
+11,586
691
$120K 0.01%
30,539
+350
692
$119K 0.01%
11,275
+42
693
$118K 0.01%
13,289
+52
694
$116K 0.01%
14,066
+58
695
$114K 0.01%
11,735
-2,157
696
$109K 0.01%
18,020
+71
697
$108K 0.01%
11,758
+44
698
$98.8K 0.01%
13,939
+52
699
$75.7K ﹤0.01%
13,125
+1,841
700
$70.2K ﹤0.01%
+13,796
26 27
28
29 30