FTWA

Fifth Third Wealth Advisors Portfolio holdings

AUM $2.85B
1-Year Est. Return 22.93%
This Fund
S&P 500
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 +$14.6M
2 +$14.3M
3 +$8.9M
4
NVDA icon
NVIDIA
NVDA
+$7.97M
5
AAPL icon
Apple
AAPL
+$7.06M

Top Sells

1 +$2.78M
2 +$1.1M
3 +$1.03M
4
SYY icon
Sysco
SYY
+$586K
5
IWV icon
iShares Russell 3000 ETF
IWV
+$490K

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
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