FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.5B
1-Year Est. Return 18.48%
This Quarter Est. Return
1 Year Est. Return
+18.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.41B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$81.4M
2
+$48M
3
+$28.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$24.3M
5
GS icon
Goldman Sachs
GS
+$22.6M

Top Sells

1
+$115M
2
+$50.3M
3
+$48.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$41.3M

Sector Composition

1 Technology 22.6%
2 Industrials 12.52%
3 Financials 12.49%
4 Communication Services 12.26%
5 Consumer Discretionary 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.2M 0.04%
68,035
-4,321
227
$4.18M 0.04%
242,830
228
$3.85M 0.04%
18,491
+701
229
$3.63M 0.04%
51,743
+438
230
$3.62M 0.04%
369,209
231
$3.58M 0.04%
46,006
+379
232
$3.54M 0.04%
63,623
-136,999
233
$3.53M 0.04%
223,669
+19,166
234
$3.49M 0.04%
70,466
+603
235
$3.48M 0.04%
53,864
-1,208
236
$3.46M 0.04%
79,858
+564
237
$3.42M 0.04%
159,549
+1,346
238
$3.4M 0.04%
27,103
-400
239
$3.28M 0.03%
19,599
-68,870
240
$3.15M 0.03%
343,551
+2,202
241
$3.06M 0.03%
100,000
242
$3.01M 0.03%
8,479
-740
243
$3.01M 0.03%
28,242
-6,258
244
$2.94M 0.03%
1,300,000
+370,000
245
$2.81M 0.03%
40,084
-3,665
246
$2.79M 0.03%
16,869
-38,967
247
$2.78M 0.03%
14,564
-766
248
$2.62M 0.03%
212,271
+25,768
249
$2.61M 0.03%
9,704
+232
250
$2.58M 0.03%
131,332
+17,311
8 9
10
11 12