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
176
$1.43M 0.07%
13,028
+1,317
177
$1.4M 0.07%
8,521
+1,095
178
$1.4M 0.07%
5,864
+354
179
$1.39M 0.07%
6,025
+488
180
$1.39M 0.07%
44,835
-1,931
181
$1.36M 0.07%
8,221
+2,172
182
$1.34M 0.07%
11,671
+696
183
$1.33M 0.07%
6,754
+762
184
$1.32M 0.07%
5,340
+274
185
$1.29M 0.07%
19,034
+1,257
186
$1.28M 0.07%
177
+2
187
$1.27M 0.07%
6,219
-771
188
$1.27M 0.07%
4,993
+2,278
189
$1.26M 0.07%
23,605
-251
190
$1.23M 0.06%
29,337
+2,661
191
$1.22M 0.06%
14,562
-5,705
192
$1.22M 0.06%
4,665
+1,637
193
$1.22M 0.06%
+14,847
194
$1.21M 0.06%
6,766
+1,824
195
$1.21M 0.06%
20,727
+6,531
196
$1.19M 0.06%
2,022
-113
197
$1.18M 0.06%
8,459
+313
198
$1.18M 0.06%
10,780
+4,897
199
$1.17M 0.06%
16,413
-1,445
200
$1.16M 0.06%
5,619
+19
6 7
8
9 10