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
476
$301K 0.02%
3,646
477
$300K 0.02%
2,860
+250
478
$299K 0.02%
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-15
479
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480
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1,298
-15
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610
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482
$295K 0.02%
5,664
483
$295K 0.02%
4,421
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484
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8,821
485
$292K 0.02%
25,761
486
$292K 0.02%
8,032
487
$291K 0.02%
4,943
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488
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+4,966
489
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7,674
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490
$290K 0.02%
2,879
-5
491
$289K 0.02%
10,634
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$289K 0.02%
1,139
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$289K 0.02%
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$287K 0.02%
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496
$287K 0.02%
1,526
-15
497
$286K 0.02%
5,616
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498
$286K 0.02%
10,269
-145
499
$285K 0.02%
2,430
-128
500
$285K 0.02%
2,497
+252
18 19
20
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