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
126
$2.1M 0.11%
3,939
+159
127
$2.08M 0.11%
10,086
+814
128
$2.06M 0.11%
7,766
-12
129
$2.06M 0.11%
7,275
+461
130
$2.05M 0.11%
7,586
-364
131
$2.05M 0.11%
19,521
+1,273
132
$2.03M 0.11%
23,314
+3,595
133
$2.03M 0.11%
25,892
+7,475
134
$2.03M 0.11%
19,727
-25,039
135
$1.97M 0.1%
7,699
-246
136
$1.96M 0.1%
4,516
+2,508
137
$1.95M 0.1%
12,896
+2,405
138
$1.94M 0.1%
4,013
+208
139
$1.94M 0.1%
7,637
+1,864
140
$1.94M 0.1%
21,439
-1,019
141
$1.93M 0.1%
5,190
+986
142
$1.93M 0.1%
6,185
+1,647
143
$1.92M 0.1%
7,410
+3,345
144
$1.91M 0.1%
9,474
+83
145
$1.91M 0.1%
21,972
+622
146
$1.87M 0.1%
6,118
+907
147
$1.86M 0.1%
3,959
+4
148
$1.83M 0.1%
2,303
+380
149
$1.82M 0.09%
395
+58
150
$1.8M 0.09%
41,088
-2,112
4 5
6
7 8