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
301
$1.11M 0.01%
+10,528
302
$1.09M 0.01%
2,480
-24
303
$1.09M 0.01%
42,078
+838
304
$1.08M 0.01%
23,289
-10,800
305
$1.07M 0.01%
39,608
306
$1.04M 0.01%
11,700
+1,200
307
$1.01M 0.01%
18,330
+2,600
308
$1.01M 0.01%
14,515
-2,524
309
$1M 0.01%
+2,065
310
$984K 0.01%
8,893
+748
311
$971K 0.01%
15,750
-1,700
312
$955K 0.01%
4,544
313
$939K 0.01%
+20,000
314
$931K 0.01%
3,329
315
$925K 0.01%
6,277
316
$916K 0.01%
4,281
317
$911K 0.01%
7,845
-125
318
$907K 0.01%
8,702
319
$901K 0.01%
11,052
-3,415
320
$900K 0.01%
4,570
-300
321
$897K 0.01%
27,500
+2,500
322
$854K 0.01%
1,741
323
$853K 0.01%
6,300
324
$849K 0.01%
10,226
325
$848K 0.01%
8,851
+25
11 12
13
14 15