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
401
$370K 0.02%
2,785
-74
402
$369K 0.02%
2,173
403
$368K 0.02%
3,021
404
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405
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406
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6,575
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407
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408
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861
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9,041
-99
411
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3,402
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412
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4,248
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413
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414
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3,650
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415
$357K 0.02%
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416
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417
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2,172
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419
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4,112
420
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6,154
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421
$352K 0.02%
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+266
422
$351K 0.02%
1,229
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423
$351K 0.02%
3,602
+658
424
$350K 0.02%
1,080
-13
425
$350K 0.02%
8,167
+1,090
15 16
17
18 19