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
$54M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.41M
3
+$2.32M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.89M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.11%
2 Financials 9.58%
3 Healthcare 9.33%
4 Consumer Discretionary 9.09%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$715K 1.32%
+1,513
27
$712K 1.32%
+7,106
28
$663K 1.23%
+23,173
29
$653K 1.21%
+5,953
30
$651K 1.21%
+3,993
31
$641K 1.19%
+2,803
32
$638K 1.18%
+10,291
33
$627K 1.16%
+1,953
34
$623K 1.15%
+1,081
35
$549K 1.02%
+44,713
36
$547K 1.01%
+3,000
37
$509K 0.94%
+4,154
38
$464K 0.86%
+2,802
39
$458K 0.85%
+684
40
$456K 0.84%
+5,914
41
$440K 0.81%
+1,540
42
$415K 0.77%
+2,778
43
$415K 0.77%
+4,238
44
$414K 0.77%
+4,712
45
$408K 0.75%
+1,675
46
$405K 0.75%
+1,796
47
$400K 0.74%
+1,126
48
$394K 0.73%
+3,788
49
$379K 0.7%
+3,743
50
$374K 0.69%
+907
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