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
151
$1.76M 0.09%
27,770
-2,863
152
$1.76M 0.09%
5,974
+861
153
$1.75M 0.09%
43,055
+25,601
154
$1.75M 0.09%
15,765
+1,840
155
$1.75M 0.09%
7,181
+746
156
$1.71M 0.09%
15,549
+1,782
157
$1.7M 0.09%
59,725
-5,906
158
$1.7M 0.09%
9,953
+7,093
159
$1.7M 0.09%
3,898
+1,545
160
$1.68M 0.09%
+11,957
161
$1.66M 0.09%
7,529
+444
162
$1.65M 0.09%
13,508
+377
163
$1.63M 0.08%
12,357
+570
164
$1.59M 0.08%
3,637
+524
165
$1.57M 0.08%
5,017
+1,273
166
$1.57M 0.08%
24,770
-804
167
$1.56M 0.08%
23,821
+670
168
$1.51M 0.08%
13,517
+1,770
169
$1.5M 0.08%
22,923
+6,744
170
$1.49M 0.08%
8,659
+356
171
$1.49M 0.08%
13,299
+1,505
172
$1.48M 0.08%
20,872
+615
173
$1.47M 0.08%
4,201
+670
174
$1.46M 0.08%
9,995
+1,121
175
$1.44M 0.07%
12,247
+9,022
5 6
7
8 9