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
551
$248K 0.02%
4,330
+34
552
$247K 0.02%
4,289
-6,511
553
$246K 0.02%
+2,246
554
$246K 0.02%
1,852
+14
555
$246K 0.02%
7,983
+62
556
$245K 0.02%
1,283
+18
557
$244K 0.01%
4,356
+34
558
$244K 0.01%
1,542
+13
559
$242K 0.01%
1,737
+13
560
$240K 0.01%
6,644
-48
561
$240K 0.01%
3,852
+33
562
$239K 0.01%
+5,279
563
$239K 0.01%
3,514
-135
564
$239K 0.01%
3,039
+22
565
$239K 0.01%
2,919
+157
566
$238K 0.01%
+1,759
567
$238K 0.01%
2,268
-48
568
$238K 0.01%
5,358
+181
569
$237K 0.01%
3,263
-153
570
$235K 0.01%
2,400
+52
571
$235K 0.01%
817
-265
572
$234K 0.01%
1,537
+156
573
$234K 0.01%
2,169
+18
574
$234K 0.01%
1,203
+19
575
$233K 0.01%
+968
21 22
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