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
$16.4B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$43.6M
3 +$34.1M
4
TSEC icon
Touchstone Securitized Income ETF
TSEC
+$32.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$30.5M

Top Sells

1 +$52.1M
2 +$40.9M
3 +$34M
4
ORCL icon
Oracle
ORCL
+$33.1M
5
VLO icon
Valero Energy
VLO
+$25.6M

Sector Composition

1 Technology 24.13%
2 Financials 14.81%
3 Industrials 12.2%
4 Healthcare 11.65%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1.87M 0.01%
3,608
-60
252
$1.79M 0.01%
34,045
+8,355
253
$1.77M 0.01%
117,935
+6,935
254
$1.75M 0.01%
6,453
-2
255
$1.72M 0.01%
4,769
-50
256
$1.72M 0.01%
7,613
-33
257
$1.67M 0.01%
4,460
258
$1.66M 0.01%
14,440
259
$1.65M 0.01%
7,459
-102
260
$1.64M 0.01%
32,132
-2,000
261
$1.64M 0.01%
6,254
-36
262
$1.55M 0.01%
56,500
-25,800
263
$1.46M 0.01%
17,507
-995
264
$1.46M 0.01%
9,193
265
$1.45M 0.01%
7,185
-2,090
266
$1.41M 0.01%
18,904
267
$1.38M 0.01%
4,174
-240
268
$1.37M 0.01%
5,385
269
$1.34M 0.01%
12,768
-1,239
270
$1.34M 0.01%
16,360
-7,550
271
$1.3M 0.01%
8,388
+53
272
$1.27M 0.01%
11,592
+2,360
273
$1.2M 0.01%
8,891
274
$1.19M 0.01%
10,751
275
$1.18M 0.01%
292,810
+27,571