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
551
$260K 0.01%
8,094
+1,255
552
$260K 0.01%
772
-9
553
$259K 0.01%
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+521
554
$259K 0.01%
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555
$259K 0.01%
4,276
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556
$257K 0.01%
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557
$257K 0.01%
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558
$256K 0.01%
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559
$256K 0.01%
+1,372
560
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2,169
561
$255K 0.01%
+7,374
562
$255K 0.01%
4,973
563
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+2,623
564
$254K 0.01%
1,192
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565
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4,617
566
$252K 0.01%
+8,033
567
$252K 0.01%
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$251K 0.01%
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569
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4,970
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570
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2,150
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571
$251K 0.01%
7,383
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572
$251K 0.01%
+3,871
573
$250K 0.01%
3,719
-182
574
$250K 0.01%
4,600
575
$249K 0.01%
+5,100
21 22
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