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
201
$1.16M 0.06%
6,787
+3,694
202
$1.16M 0.06%
10,751
+6,354
203
$1.15M 0.06%
19,239
-181
204
$1.15M 0.06%
39,033
+1,745
205
$1.13M 0.06%
11,331
+5,389
206
$1.13M 0.06%
4,631
+946
207
$1.12M 0.06%
10,055
208
$1.12M 0.06%
7,609
-1,182
209
$1.08M 0.06%
11,575
+808
210
$1.08M 0.06%
4,077
+163
211
$1.06M 0.05%
5,104
+807
212
$1.05M 0.05%
4,159
+613
213
$1.04M 0.05%
43,537
+216
214
$1.04M 0.05%
1,280
+96
215
$1.04M 0.05%
5,173
+1,626
216
$1.03M 0.05%
12,851
+3,970
217
$1.03M 0.05%
24,977
+2,873
218
$1.03M 0.05%
12,768
+1,601
219
$1.02M 0.05%
7,940
+540
220
$1.01M 0.05%
7,909
+1,335
221
$1.01M 0.05%
1,662
+133
222
$1.01M 0.05%
3,020
+105
223
$990K 0.05%
6,419
+843
224
$988K 0.05%
2,862
+19
225
$987K 0.05%
10,733
+648
7 8
9
10 11