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
$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
301
$567K ﹤0.01%
52,300
-51,500
302
$557K ﹤0.01%
6,765
-558
303
$545K ﹤0.01%
12,460
304
$542K ﹤0.01%
5,137
-30
305
$538K ﹤0.01%
19,360
+5,240
306
$518K ﹤0.01%
7,751
+44
307
$517K ﹤0.01%
750
308
$507K ﹤0.01%
2,096
309
$500K ﹤0.01%
16,029
310
$500K ﹤0.01%
1,264
-228
311
$485K ﹤0.01%
18,401
-5,000
312
$466K ﹤0.01%
1
313
$464K ﹤0.01%
2,449
+151
314
$462K ﹤0.01%
188
315
$460K ﹤0.01%
15,000
316
$445K ﹤0.01%
6,370
317
$444K ﹤0.01%
5,775
318
$440K ﹤0.01%
5,260
319
$431K ﹤0.01%
2,965
-10
320
$421K ﹤0.01%
1,373
321
$413K ﹤0.01%
7,002
322
$413K ﹤0.01%
2,281
-419
323
$407K ﹤0.01%
73
+13
324
$404K ﹤0.01%
8,342
325
$396K ﹤0.01%
21,825
11 12
13
14 15