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
$1.63B
AUM Growth
+$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$10.8M
3
+$9.99M
4
MSFT icon
Microsoft
MSFT
+$8.58M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.41M

Top Sells

1
+$2.19M
2
+$854K
3
+$837K
4
VTV icon
Vanguard Value ETF
VTV
+$650K
5
CME icon
CME Group
CME
+$528K

Sector Composition

1 Technology 18.81%
2 Financials 7.55%
3 Consumer Discretionary 6.7%
4 Communication Services 5.34%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$509K 0.03%
4,013
+345
302
$507K 0.03%
+19,603
303
$507K 0.03%
1,392
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304
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305
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-154
306
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+228
307
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159
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308
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309
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1,270
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310
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559
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311
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4,777
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312
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313
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+4,390
314
$488K 0.03%
4,871
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315
$488K 0.03%
251
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316
$487K 0.03%
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317
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2,221
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6,206
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322
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323
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506
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324
$467K 0.03%
5,961
+991
325
$464K 0.03%
+10,190
11 12
13
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