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
376
$408K 0.02%
5,989
-410
377
$407K 0.02%
4,296
378
$407K 0.02%
984
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379
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380
$405K 0.02%
1,758
-43
381
$402K 0.02%
4,742
382
$402K 0.02%
2,913
+122
383
$401K 0.02%
1,457
+331
384
$397K 0.02%
3,124
-28
385
$396K 0.02%
6,211
+534
386
$393K 0.02%
4,927
-72
387
$392K 0.02%
1,525
-10
388
$390K 0.02%
11,500
+1,301
389
$390K 0.02%
2,832
+270
390
$386K 0.02%
4,327
+711
391
$385K 0.02%
2,136
-47
392
$383K 0.02%
2,115
-2,220
393
$382K 0.02%
1,221
-15
394
$378K 0.02%
+1,489
395
$374K 0.02%
+3,083
396
$374K 0.02%
3,525
397
$374K 0.02%
3,433
+1,007
398
$373K 0.02%
3,179
+1,036
399
$373K 0.02%
5,606
-35
400
$373K 0.02%
10,720
14 15
16
17 18