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
$13.3B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$35.4M
3
+$35.2M
4
TFC icon
Truist Financial
TFC
+$23.2M
5
ACN icon
Accenture
ACN
+$21.2M

Top Sells

1
+$66.3M
2
+$26.6M
3
+$22.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
PSX icon
Phillips 66
PSX
+$15.9M

Sector Composition

1 Technology 22.48%
2 Financials 16.34%
3 Healthcare 13.03%
4 Industrials 11.84%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.89M 0.03%
20,058
227
$3.46M 0.03%
115,994
+48,013
228
$3.31M 0.02%
242,669
229
$3.28M 0.02%
26,711
+112
230
$3.06M 0.02%
245,296
-22,500
231
$2.99M 0.02%
6,509
-661
232
$2.88M 0.02%
12,894
+39
233
$2.86M 0.02%
39,998
-24,553
234
$2.44M 0.02%
185,600
-15,000
235
$2.21M 0.02%
23,730
-12,200
236
$2.13M 0.02%
30,497
237
$2.07M 0.02%
43,292
238
$1.94M 0.01%
114,844
239
$1.89M 0.01%
34,850
+10,500
240
$1.89M 0.01%
37,652
241
$1.83M 0.01%
7,503
-68
242
$1.78M 0.01%
3,821
+29
243
$1.66M 0.01%
22,821
-8,200
244
$1.63M 0.01%
18,904
245
$1.62M 0.01%
14,719
246
$1.58M 0.01%
346,948
247
$1.52M 0.01%
5,308
-3,262
248
$1.49M 0.01%
7,782
-163
249
$1.49M 0.01%
43,187
-5,400
250
$1.46M 0.01%
9,464
8 9
10
11 12