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
326
$383K ﹤0.01%
9,225
327
$379K ﹤0.01%
2,646
328
$378K ﹤0.01%
8,669
329
$376K ﹤0.01%
8,729
330
$376K ﹤0.01%
4,972
-394
331
$371K ﹤0.01%
2,250
332
$367K ﹤0.01%
9,365
333
$363K ﹤0.01%
4,387
334
$363K ﹤0.01%
40,020
335
$359K ﹤0.01%
8,939
336
$351K ﹤0.01%
2,625
+300
337
$331K ﹤0.01%
4,344
-1,221
338
$329K ﹤0.01%
4,797
339
$324K ﹤0.01%
7,380
340
$314K ﹤0.01%
+72,000
341
$307K ﹤0.01%
2,344
342
$306K ﹤0.01%
2,837
343
$306K ﹤0.01%
1,815
344
$302K ﹤0.01%
1,458
-426
345
$302K ﹤0.01%
623
+78
346
$302K ﹤0.01%
6,918
-24
347
$300K ﹤0.01%
+8,729
348
$299K ﹤0.01%
3,733
349
$297K ﹤0.01%
2,680
350
$290K ﹤0.01%
10,419
12 13
14
15 16