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
276
$1.12M 0.01%
10,402
+136
277
$1.1M 0.01%
19,895
-23,037
278
$1.1M 0.01%
5,946
-27
279
$1.07M 0.01%
38,533
280
$1.06M 0.01%
9,088
281
$1.03M 0.01%
5,379
282
$935K 0.01%
1,480
-19
283
$908K 0.01%
3,829
+361
284
$902K 0.01%
7,548
285
$895K 0.01%
10,765
286
$892K 0.01%
3,870
-6,664
287
$876K 0.01%
18,210
288
$853K 0.01%
8,422
+4,749
289
$830K 0.01%
4,858
+664
290
$813K ﹤0.01%
17,802
-17,800
291
$805K ﹤0.01%
5,530
292
$801K ﹤0.01%
22,300
293
$797K ﹤0.01%
10,173
294
$794K ﹤0.01%
+29,500
295
$772K ﹤0.01%
+10,700
296
$766K ﹤0.01%
14,541
-2,108
297
$742K ﹤0.01%
10,328
-300
298
$724K ﹤0.01%
8,092
299
$699K ﹤0.01%
9,461
+671
300
$691K ﹤0.01%
1