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
76
$4.27M 0.22%
21,328
+4,744
77
$4.18M 0.22%
8,134
+390
78
$4.13M 0.21%
19,515
+4,928
79
$4.1M 0.21%
28,286
+4,741
80
$4.09M 0.21%
13,395
+2,311
81
$3.85M 0.2%
53,680
+4,379
82
$3.84M 0.2%
65,173
+5,882
83
$3.83M 0.2%
22,431
+1,325
84
$3.76M 0.2%
37,315
+5,566
85
$3.73M 0.19%
131,946
+1,825
86
$3.73M 0.19%
33,091
87
$3.7M 0.19%
50,770
+10,473
88
$3.69M 0.19%
15,631
-611
89
$3.65M 0.19%
29,976
+5,966
90
$3.62M 0.19%
27,294
+3,189
91
$3.6M 0.19%
46,401
+24,279
92
$3.6M 0.19%
23,404
+6,456
93
$3.55M 0.18%
64,486
+3,291
94
$3.51M 0.18%
30,104
+7,373
95
$3.51M 0.18%
14,120
+35
96
$3.5M 0.18%
7,037
+73
97
$3.39M 0.18%
11,230
+2,563
98
$3.37M 0.17%
12,540
+333
99
$3.26M 0.17%
71,972
+15,066
100
$3.2M 0.17%
32,608
+7,197
2 3
4
5 6