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
126
$1.92M 0.12%
55,715
+3,395
127
$1.91M 0.12%
+67,527
128
$1.88M 0.12%
6,940
+571
129
$1.86M 0.11%
37,404
-668
130
$1.81M 0.11%
2,909
+51
131
$1.78M 0.11%
6,399
+813
132
$1.73M 0.11%
11,090
+2,222
133
$1.72M 0.11%
+175
134
$1.71M 0.1%
8,743
-41
135
$1.7M 0.1%
6,684
-26
136
$1.69M 0.1%
37,084
+20,542
137
$1.67M 0.1%
7,274
+2,169
138
$1.66M 0.1%
17,280
+2,805
139
$1.65M 0.1%
3,505
+127
140
$1.65M 0.1%
1,840
-69
141
$1.62M 0.1%
10,140
+8,238
142
$1.6M 0.1%
7,264
-2,391
143
$1.57M 0.1%
51,890
-4,126
144
$1.5M 0.09%
5,539
+40
145
$1.48M 0.09%
17,754
+2,441
146
$1.47M 0.09%
16,181
+11,160
147
$1.47M 0.09%
22,609
-117
148
$1.47M 0.09%
4,075
+74
149
$1.47M 0.09%
10,870
+340
150
$1.43M 0.09%
28,632
-1,831
4 5
6
7 8