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
326
$816K 0.01%
7,300
327
$806K 0.01%
7,044
+598
328
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9,800
-1,000
329
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16,000
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330
$782K 0.01%
9,797
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331
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-500
332
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20,000
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333
$751K 0.01%
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-50
334
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335
$740K 0.01%
29,020
-6,030
336
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6,580
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337
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7,681
338
$720K 0.01%
20,862
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339
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20,728
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343
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20,017
344
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+2,028
345
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9,809
-9,942
346
$639K 0.01%
20,120
-2,700
347
$637K 0.01%
+1,499
348
$624K 0.01%
9,800
349
$618K 0.01%
34,100
-8,500
350
$603K 0.01%
71,290
-57,650
12 13
14
15 16