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
676
$204K 0.01%
1,761
-17
677
$204K 0.01%
4,265
-65
678
$204K 0.01%
+1,255
679
$204K 0.01%
+2,472
680
$204K 0.01%
+1,697
681
$202K 0.01%
+2,883
682
$202K 0.01%
817
683
$201K 0.01%
+1,302
684
$201K 0.01%
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685
$200K 0.01%
5,039
-82
686
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+2,280
687
$192K 0.01%
18,138
-381
688
$172K 0.01%
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689
$169K 0.01%
32,979
690
$162K 0.01%
10,963
691
$160K 0.01%
30,189
692
$154K 0.01%
10,212
693
$132K 0.01%
14,008
+3,155
694
$131K 0.01%
13,892
+1,409
695
$120K 0.01%
13,237
696
$119K 0.01%
11,233
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697
$106K 0.01%
11,714
698
$106K 0.01%
14,592
699
$103K 0.01%
+11,220
700
$97.1K 0.01%
13,887
26 27
28
29 30