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
$1.32B
AUM Growth
+$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$65.5M
2
+$42.8M
3
+$33.4M
4
AAPL icon
Apple
AAPL
+$32.6M
5
NVDA icon
NVIDIA
NVDA
+$28.5M

Top Sells

1
+$2.75M
2
+$596K
3
+$214K
4
CF icon
CF Industries
CF
+$201K
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$119K

Sector Composition

1 Technology 19.32%
2 Financials 7.45%
3 Consumer Discretionary 6.3%
4 Communication Services 5.53%
5 Industrials 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.81M 0.14%
24,442
+8,441
102
$1.81M 0.14%
18,046
+5,184
103
$1.8M 0.14%
36,833
+8,036
104
$1.8M 0.14%
+20,488
105
$1.75M 0.13%
52,320
+32,897
106
$1.75M 0.13%
11,476
+4,511
107
$1.72M 0.13%
3,867
+2,771
108
$1.7M 0.13%
27,637
-1,938
109
$1.69M 0.13%
5,499
+2,434
110
$1.68M 0.13%
8,384
+4,223
111
$1.67M 0.13%
38,072
+12,050
112
$1.65M 0.13%
10,530
+3,839
113
$1.61M 0.12%
6,305
+3,558
114
$1.56M 0.12%
13,928
+7,377
115
$1.55M 0.12%
56,016
+34,254
116
$1.53M 0.12%
22,726
+11,446
117
$1.53M 0.12%
19,614
+10,913
118
$1.52M 0.12%
54,466
+16,956
119
$1.52M 0.12%
8,784
+4,291
120
$1.5M 0.11%
+1,909
121
$1.48M 0.11%
30,463
+16,492
122
$1.48M 0.11%
5,098
+1,137
123
$1.46M 0.11%
3,128
+1,131
124
$1.46M 0.11%
8,606
+6,136
125
$1.44M 0.11%
3,378
+1,144
3 4
5
6 7