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
726
-6,718
727
-1,776
728
-3,653
729
-1,697
730
-817
731
-1,588
732
-8,033
733
-8,936
734
-1,402
735
-2,438
736
-1,660
737
-1,761
738
-1,674
739
-3,368
740
-625
741
-3,402
742
-2,472
743
-7,800
744
-1,203
745
-1,726
746
-2,421
747
-1,670
748
-1,849
749
-2,623
750
-1,489