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Home > Institutional Investor > Fifth Third Wealth Advisors Llc > Profile

Instuitional Investor - Fifth Third Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Fifth Third Wealth Advisors Llc
Portfolio Value $307,906,738
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 65,884 $31,468,231 10.22%
2.
Microsoft Corp
 MSFT 38,391 $14,436,553 4.68%
3.
Spdr S & P 500 Etf Trust
 SPY 29,560 $14,050,164 4.56%
4.
Apple Inc.
 AAPL 72,101 $13,881,645 4.5%
5.
Ishares Trust
 IEF 48,163 $13,348,443 4.33%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)