FTWA

Fifth Third Wealth Advisors Portfolio holdings

AUM $2.38B
1-Year Est. Return 19.62%
This Quarter Est. Return
1 Year Est. Return
+19.62%
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
1
$3.43M 6.34%
+11,892
2
$3.41M 6.3%
+20,653
3
$2.32M 4.29%
+34,655
4
$1.89M 3.49%
+47,965
5
$1.72M 3.19%
+16,667
6
$1.53M 2.84%
+3,731
7
$1.47M 2.72%
+14,174
8
$1.37M 2.54%
+10,544
9
$1.34M 2.48%
+27,511
10
$1.29M 2.38%
+46,290
11
$1.15M 2.13%
+9,377
12
$1.14M 2.11%
+2,294
13
$1.08M 2%
+3,656
14
$1.03M 1.91%
+10,675
15
$1.01M 1.86%
+6,494
16
$961K 1.78%
+6,029
17
$864K 1.6%
+7,373
18
$828K 1.53%
+11,577
19
$815K 1.51%
+5,480
20
$809K 1.5%
+4,350
21
$792K 1.46%
+7,440
22
$788K 1.46%
+16,038
23
$766K 1.42%
+2,739
24
$746K 1.38%
+2,052
25
$744K 1.38%
+3,893
1
2 3 4