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
51
$5.72M 0.3%
57,914
+1,729
52
$5.6M 0.29%
28,087
+4,235
53
$5.59M 0.29%
42,105
+9,412
54
$5.51M 0.29%
16,696
+982
55
$5.45M 0.28%
15,455
+561
56
$5.35M 0.28%
30,448
+3,690
57
$5.28M 0.27%
116,753
+7,494
58
$5.23M 0.27%
10,563
+1,318
59
$5.23M 0.27%
43,642
+17,040
60
$5.13M 0.27%
55,292
+7,356
61
$5.04M 0.26%
31,757
+5,686
62
$5.01M 0.26%
10,759
+1,224
63
$4.98M 0.26%
18,686
+1,613
64
$4.94M 0.26%
69,695
+8,029
65
$4.93M 0.26%
15,789
+2,498
66
$4.73M 0.24%
31,521
+5,269
67
$4.71M 0.24%
10,030
+153
68
$4.69M 0.24%
4,956
+1,214
69
$4.55M 0.24%
25,330
+1,445
70
$4.49M 0.23%
23,875
+11,646
71
$4.49M 0.23%
12,109
+510
72
$4.46M 0.23%
16,627
+1,906
73
$4.43M 0.23%
53,203
+14,243
74
$4.41M 0.23%
26,613
+5,038
75
$4.27M 0.22%
69,188
+13,104
1 2
3
4 5