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
$1.84B
AUM Growth
+$212M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
774
New
Increased
Reduced
Closed

Top Buys

1
+$29.7M
2
+$7.15M
3
+$5.63M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.44M
5
LOW icon
Lowe's Companies
LOW
+$5.28M

Top Sells

1
+$1.83M
2
+$1.26M
3
+$1.25M
4
LEN icon
Lennar Class A
LEN
+$1.23M
5
OKE icon
Oneok
OKE
+$933K

Sector Composition

1 Technology 18.67%
2 Financials 8%
3 Consumer Discretionary 7.23%
4 Communication Services 5.51%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$533K 0.03%
1,257
-13
302
$533K 0.03%
2,563
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303
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9,226
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304
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305
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306
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5,796
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308
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309
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311
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312
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313
$510K 0.03%
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314
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315
$506K 0.03%
1,110
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316
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8,135
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$497K 0.03%
11,069
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324
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6,531
+1,528
325
$494K 0.03%
1,227
+230
11 12
13
14 15