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
276
$1.62M 0.02%
25,504
+1,053
277
$1.59M 0.02%
8,585
-13,901
278
$1.57M 0.02%
633,527
279
$1.44M 0.02%
114,844
280
$1.43M 0.02%
15,312
+4,490
281
$1.43M 0.02%
212,532
282
$1.43M 0.02%
1,875
-400
283
$1.42M 0.02%
90,020
+24,002
284
$1.39M 0.01%
9,702
+4,402
285
$1.37M 0.01%
31,730
-679
286
$1.37M 0.01%
6,836
-75
287
$1.36M 0.01%
29,071
+2,401
288
$1.36M 0.01%
14,787
289
$1.32M 0.01%
2,115
-16,436
290
$1.3M 0.01%
17,236
-400
291
$1.3M 0.01%
8,760
-19,532
292
$1.3M 0.01%
16,419
-1,010
293
$1.29M 0.01%
10,828
+4,588
294
$1.27M 0.01%
10,948
+1,980
295
$1.25M 0.01%
7,540
-200
296
$1.23M 0.01%
14,230
-1,005
297
$1.23M 0.01%
5,500
+300
298
$1.2M 0.01%
20,194
-2,500
299
$1.18M 0.01%
+87,160
300
$1.16M 0.01%
4,920
-1,662
10 11
12
13 14