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
376
$394K 0.02%
2,434
-65
377
$393K 0.02%
6,312
+28
378
$390K 0.02%
+3,186
379
$390K 0.02%
2,029
+116
380
$388K 0.02%
2,859
-21
381
$388K 0.02%
4,180
-2,670
382
$387K 0.02%
659
+153
383
$384K 0.02%
1,535
+291
384
$383K 0.02%
3,708
-1,150
385
$382K 0.02%
4,296
+33
386
$381K 0.02%
7,077
+57
387
$379K 0.02%
2,411
+111
388
$378K 0.02%
2,485
+621
389
$377K 0.02%
3,616
+799
390
$375K 0.02%
2,183
-257
391
$367K 0.02%
1,630
+256
392
$367K 0.02%
3,181
+24
393
$365K 0.02%
2,602
+20
394
$364K 0.02%
1,236
-136
395
$362K 0.02%
2,182
+38
396
$361K 0.02%
6,306
+310
397
$360K 0.02%
822
-39
398
$357K 0.02%
4,006
-862
399
$357K 0.02%
722
+36
400
$355K 0.02%
+1,029
14 15
16
17 18