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
101
$3.05M 0.16%
120,285
+31,766
102
$3.01M 0.16%
7,859
-2,562
103
$2.92M 0.15%
58,219
+3,181
104
$2.87M 0.15%
24,771
+21,592
105
$2.85M 0.15%
39,224
-145
106
$2.76M 0.14%
13,688
+4,371
107
$2.74M 0.14%
45,916
+6,003
108
$2.72M 0.14%
8,068
+556
109
$2.67M 0.14%
28,574
+13,400
110
$2.6M 0.13%
3,824
+386
111
$2.44M 0.13%
27,191
+1,322
112
$2.38M 0.12%
8,724
-1,082
113
$2.37M 0.12%
38,426
+33,298
114
$2.36M 0.12%
10,854
+159
115
$2.32M 0.12%
4,271
+3,248
116
$2.27M 0.12%
68,527
+1,000
117
$2.24M 0.12%
60,769
+5,801
118
$2.23M 0.12%
4,393
+188
119
$2.23M 0.12%
39,788
-3,486
120
$2.22M 0.11%
4,960
+1,054
121
$2.2M 0.11%
23,070
+5,520
122
$2.19M 0.11%
25,930
+3,702
123
$2.17M 0.11%
14,189
+9,049
124
$2.17M 0.11%
24,990
-1,103
125
$2.11M 0.11%
3,444
+228
3 4
5
6 7