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
$54M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.43M
2
+$3.41M
3
+$2.32M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.89M
5
AMZN icon
Amazon
AMZN
+$1.72M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.11%
2 Financials 9.58%
3 Healthcare 9.33%
4 Consumer Discretionary 9.09%
5 Consumer Staples 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$364K 0.67%
+9,600
52
$354K 0.65%
+1,146
53
$354K 0.65%
+1,684
54
$353K 0.65%
+2,436
55
$339K 0.63%
+879
56
$318K 0.59%
+2,550
57
$318K 0.59%
+1,927
58
$314K 0.58%
+3,020
59
$304K 0.56%
+2,199
60
$299K 0.55%
+872
61
$296K 0.55%
+8,560
62
$291K 0.54%
+7,110
63
$286K 0.53%
+5,473
64
$267K 0.49%
+1,603
65
$261K 0.48%
+1,522
66
$260K 0.48%
+1,139
67
$258K 0.48%
+1,995
68
$247K 0.46%
+2,654
69
$243K 0.45%
+1,253
70
$235K 0.43%
+2,997
71
$229K 0.42%
+1,697
72
$227K 0.42%
+2,447
73
$226K 0.42%
+3,739
74
$225K 0.42%
+1,223
75
$206K 0.38%
+995
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3
4