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
426
$333K 0.02%
4,200
-2,318
427
$331K 0.02%
4,468
+29
428
$331K 0.02%
3,525
+27
429
$331K 0.02%
2,791
+171
430
$331K 0.02%
2,955
+237
431
$329K 0.02%
2,805
+459
432
$328K 0.02%
2,389
+249
433
$328K 0.02%
1,910
+15
434
$326K 0.02%
2,034
+16
435
$325K 0.02%
4,312
-2,257
436
$324K 0.02%
7,968
+63
437
$324K 0.02%
757
+106
438
$323K 0.02%
1,686
-18
439
$323K 0.02%
1,557
+12
440
$322K 0.02%
9,168
+1,672
441
$321K 0.02%
8,283
+67
442
$321K 0.02%
+4,874
443
$321K 0.02%
1,313
-28
444
$320K 0.02%
1,608
-663
445
$319K 0.02%
5,839
+44
446
$319K 0.02%
4,894
+9
447
$318K 0.02%
6,317
-22
448
$318K 0.02%
1,599
+65
449
$315K 0.02%
5,664
+42
450
$314K 0.02%
4,766
+715
16 17
18
19 20