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
501
$281K 0.02%
1,260
+9
502
$279K 0.02%
1,600
-3,726
503
$279K 0.02%
4,284
+34
504
$279K 0.02%
+2,590
505
$279K 0.02%
9,595
-167
506
$279K 0.02%
5,164
+41
507
$277K 0.02%
1,225
+18
508
$277K 0.02%
1,926
+32
509
$276K 0.02%
6,446
+235
510
$275K 0.02%
4,109
+35
511
$275K 0.02%
3,644
+420
512
$274K 0.02%
1,541
-58
513
$274K 0.02%
1,727
+109
514
$274K 0.02%
+3,169
515
$273K 0.02%
2,610
516
$273K 0.02%
2,021
+121
517
$273K 0.02%
2,658
+18
518
$272K 0.02%
2,521
-86
519
$271K 0.02%
2,048
-40
520
$270K 0.02%
7,643
+57
521
$269K 0.02%
4,398
522
$267K 0.02%
4,403
+34
523
$267K 0.02%
+1,378
524
$266K 0.02%
3,239
-11
525
$266K 0.02%
+2,245
19 20
21
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