FTWA

Fifth Third Wealth Advisors Portfolio holdings

AUM $2.85B
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
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
701
$59K ﹤0.01%
10,783
+42
702
$50.7K ﹤0.01%
10,522
+37
703
$28.1K ﹤0.01%
+10,015
704
$12.2K ﹤0.01%
10,000
705
$9.03K ﹤0.01%
20,000
706
– –
-4,546
707
– –
-1,166
708
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709
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-3,730
710
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-2,824
711
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-976
712
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-6,334
713
– –
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714
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715
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716
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717
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718
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719
– –
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720
– –
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721
– –
-1,922
722
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723
– –
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724
– –
-1,660
725
– –
-1,761
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