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
476
$296K 0.02%
942
+209
477
$295K 0.02%
1,004
-5
478
$294K 0.02%
+10,347
479
$292K 0.02%
4,742
+38
480
$292K 0.02%
1,618
-9
481
$291K 0.02%
+12,729
482
$291K 0.02%
1,056
+7
483
$291K 0.02%
2,080
+261
484
$290K 0.02%
10,414
+104
485
$290K 0.02%
1,225
-23
486
$290K 0.02%
1,550
+113
487
$289K 0.02%
9,779
+78
488
$289K 0.02%
573
-166
489
$288K 0.02%
4,539
-205
490
$288K 0.02%
5,931
+54
491
$288K 0.02%
3,901
+213
492
$286K 0.02%
+25,761
493
$285K 0.02%
475
-7
494
$285K 0.02%
3,290
+27
495
$283K 0.02%
3,485
-128
496
$283K 0.02%
2,245
-21
497
$283K 0.02%
1,347
-139
498
$283K 0.02%
1,786
+121
499
$283K 0.02%
6,563
+54
500
$282K 0.02%
2,196
+245
18 19
20
21 22