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
$248M
AUM Growth
+$92.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$6.85M
3
+$4.94M
4
AAPL icon
Apple
AAPL
+$3.58M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.09M

Top Sells

1
+$487K
2
+$443K
3
+$379K
4
WPM icon
Wheaton Precious Metals
WPM
+$264K
5
GIS icon
General Mills
GIS
+$235K

Sector Composition

1 Technology 18.06%
2 Healthcare 8%
3 Financials 7.51%
4 Consumer Discretionary 6.56%
5 Industrials 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$851K 0.34%
7,903
+5
77
$834K 0.34%
4,110
+2,025
78
$813K 0.33%
2,270
+46
79
$801K 0.32%
5,155
+40
80
$759K 0.31%
5,420
-2,704
81
$735K 0.3%
10,216
+2,140
82
$731K 0.3%
3,510
-45
83
$730K 0.29%
1,785
+1,180
84
$695K 0.28%
4,315
+962
85
$682K 0.28%
14,867
+2,940
86
$677K 0.27%
12,588
+5,172
87
$674K 0.27%
+7,300
88
$674K 0.27%
1,469
+626
89
$659K 0.27%
1,998
+471
90
$658K 0.27%
3,783
+1,174
91
$634K 0.26%
4,250
+2,323
92
$629K 0.25%
2,846
+1,216
93
$622K 0.25%
3,797
+205
94
$592K 0.24%
3,132
+15
95
$555K 0.22%
2,476
+199
96
$544K 0.22%
15,554
+9,149
97
$539K 0.22%
5,904
-40
98
$537K 0.22%
16,196
+10,211
99
$523K 0.21%
12,452
+1,092
100
$517K 0.21%
+6,737
2 3
4
5 6