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
151
$239K 0.1%
3,308
-227
152
$238K 0.1%
+885
153
$226K 0.09%
3,406
-741
154
$217K 0.09%
+1,969
155
$204K 0.08%
+6,063
156
$201K 0.08%
+1,740
157
– –
-29,720
158
– –
-526
159
– –
-3,070
160
– –
-501
161
– –
-27,753
162
– –
-6,119
163
– –
-5,954
3 4 5 6
7