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
251
$1.43M 0.01%
14,382
-566
252
$1.42M 0.01%
7,307
+184
253
$1.39M 0.01%
7,400
254
$1.37M 0.01%
5,379
255
$1.36M 0.01%
2,357
+10
256
$1.35M 0.01%
+10,430
257
$1.32M 0.01%
126,268
-82,700
258
$1.32M 0.01%
11,147
259
$1.27M 0.01%
23,910
260
$1.26M 0.01%
6,312
-144
261
$1.22M 0.01%
6,253
262
$1.22M 0.01%
13,129
-107
263
$1.2M 0.01%
8,513
264
$1.16M 0.01%
17,030
-5,966
265
$1.14M 0.01%
9,275
266
$1.13M 0.01%
28,061
-3,923
267
$1.12M 0.01%
9,583
268
$1.08M 0.01%
4,231
+236
269
$1.07M 0.01%
21,750
270
$1.06M 0.01%
4,339
271
$1.06M 0.01%
399
+26
272
$1.05M 0.01%
10,814
-292
273
$1,000K 0.01%
15,735
-23,182
274
$993K 0.01%
9,193
275
$985K 0.01%
4,857
9 10
11
12 13