FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.8B
1-Year Est. Return 21.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.18%
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
276
$949K 0.01%
2,463
+145
277
$937K 0.01%
38,533
+659
278
$936K 0.01%
5,655
279
$884K 0.01%
10,765
+1,239
280
$831K 0.01%
12,070
281
$812K 0.01%
2,363
+22
282
$778K 0.01%
9,108
283
$765K 0.01%
5,920
284
$751K 0.01%
19,037
+43
285
$740K 0.01%
5,824
286
$723K 0.01%
9,423
287
$721K 0.01%
2,146
-342
288
$699K 0.01%
12,586
289
$688K 0.01%
7,548
290
$678K 0.01%
13,415
291
$656K ﹤0.01%
22,300
-18,600
292
$650K ﹤0.01%
7,399
293
$649K ﹤0.01%
8,490
-200
294
$634K ﹤0.01%
8,391
295
$616K ﹤0.01%
+106,520
296
$595K ﹤0.01%
1,665
-51
297
$595K ﹤0.01%
2,808
298
$591K ﹤0.01%
9,296
299
$589K ﹤0.01%
6,762
300
$570K ﹤0.01%
12,543
-300