FTWA

Fifth Third Wealth Advisors Portfolio holdings

AUM $2.85B
1-Year Est. Return 22.93%
This Quarter Est. Return
1 Year Est. Return
+22.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.38B
AUM Growth
+$453M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$19.6M
3
+$16.6M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$14.3M
5
OEF icon
iShares S&P 100 ETF
OEF
+$11.3M

Top Sells

1
+$8.42M
2
+$6.87M
3
+$5.4M
4
VB icon
Vanguard Small-Cap ETF
VB
+$3.89M
5
VT icon
Vanguard Total World Stock ETF
VT
+$2.77M

Sector Composition

1 Technology 18.86%
2 Financials 8.23%
3 Consumer Discretionary 6.21%
4 Communication Services 5.64%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$502K 0.02%
6,736
+585
352
$496K 0.02%
9,129
-3,351
353
$496K 0.02%
903
-11
354
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355
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356
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357
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358
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5,680
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363
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365
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44,101
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369
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370
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2,872
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371
$467K 0.02%
6,357
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2,479
+10
373
$464K 0.02%
2,609
+5
374
$463K 0.02%
4,105
+10
375
$462K 0.02%
5,719
+15
13 14
15
16 17