FTWA
Fifth Third Wealth Advisors Portfolio holdings
AUM
$2.85B
1-Year Est. Return
22.93%
1 Year Est. Return
+22.93%
AUM
$2.85B
AUM Growth
+$137M
(+5.1%)
Holding
841
Top Buys
| 1 | +$9.16M | |
| 2 | +$7.51M | |
| 3 | +$6.23M | |
| 4 |
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
|
+$5.31M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$4.81M |
Top Sells
| 1 | +$3.66M | |
| 2 | +$2.55M | |
| 3 | +$2.27M | |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
+$1.76M |
| 5 |
Procter & Gamble
PG
|
+$1.61M |
Sector Composition
| 1 | Technology | 18.77% |
| 2 | Financials | 7.7% |
| 3 | Industrials | 6.64% |
| 4 | Communication Services | 6.22% |
| 5 | Consumer Discretionary | 5.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
801
Duolingo
DUOL
$7.14B
| – | – |
-1,071
|
|
||
802
Doximity
DOCS
$7.73B
| – | – |
-4,183
|
|
||
803
Quest Diagnostics
DGX
$21.2B
| – | – |
-1,103
|
|
||
804
Commault Systems
CVLT
$5.52B
| – | – |
-1,323
|
|
||
805
CoStar Group
CSGP
$26.9B
| – | – |
-3,304
|
|
||
806
Comstock Resources
CRK
$6.11B
| – | – |
-11,264
|
|
||
|
COOP
807
DELISTED
Mr. Cooper
COOP
| – | – |
-2,262
|
|
||
808
CleanSpark
CLSK
$3.25B
| – | – |
-15,026
|
|
||
809
Cipher Mining
CIFR
$6.92B
| – | – |
-25,669
|
|
||
810
Chewy
CHWY
$13.6B
| – | – |
-6,343
|
|
||
811
Chemed
CHE
$6.48B
| – | – |
-584
|
|
||
812
Cognex
CGNX
$6.8B
| – | – |
-5,357
|
|
||
813
Becton Dickinson
BDX
$59.4B
| – | – |
-1,726
|
|
||
814
AvalonBay Communities
AVB
$25.6B
| – | – |
-1,384
|
|
||
815
AeroVironment
AVAV
$18.9B
| – | – |
-687
|
|
||
816
AptarGroup
ATR
$8.21B
| – | – |
-1,597
|
|
||
817
Aptiv
APTV
$17.9B
| – | – |
-2,714
|
|
||
818
Applied Digital
APLD
$9.85B
| – | – |
-24,590
|
|
||
819
Ameren
AEE
$27.9B
| – | – |
-2,083
|
|