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
251
$2.57M 0.03%
171,085
252
$2.57M 0.03%
200,000
-100,000
253
$2.46M 0.03%
67,941
-4,289
254
$2.39M 0.03%
18,896
-644
255
$2.39M 0.03%
12,989
+115
256
$2.37M 0.03%
18,679
-29,934
257
$2.33M 0.02%
23,222
258
$2.21M 0.02%
10,173
-12,344
259
$2.17M 0.02%
6,432
-2,297
260
$2.16M 0.02%
16,650
261
$2.15M 0.02%
62,907
+10,009
262
$2.13M 0.02%
37,141
-8,471
263
$2.1M 0.02%
15,200
264
$2.09M 0.02%
20,757
265
$2.07M 0.02%
136,122
+113
266
$2.02M 0.02%
12,100
-115
267
$2M 0.02%
47,700
+9,600
268
$2M 0.02%
40,020
269
$1.85M 0.02%
12,596
-400
270
$1.75M 0.02%
1,021
-1,845
271
$1.74M 0.02%
320,212
+30,940
272
$1.73M 0.02%
81,450
+27,250
273
$1.71M 0.02%
8,870
-10
274
$1.7M 0.02%
38,527
-489
275
$1.68M 0.02%
33,061
-10,000
9 10
11
12 13