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
$13.2B
AUM Growth
-$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1 +$95.6M
2 +$44.6M
3 +$35.7M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$27.8M
5
PFE icon
Pfizer
PFE
+$21.6M

Top Sells

1 +$26M
2 +$23M
3 +$22.5M
4
KLAC icon
KLA
KLAC
+$21.2M
5
LESL icon
Leslie's
LESL
+$20.3M

Sector Composition

1 Technology 22.34%
2 Financials 16.22%
3 Healthcare 13.02%
4 Industrials 11.34%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$376K ﹤0.01%
63
327
$363K ﹤0.01%
1,967
+426
328
$361K ﹤0.01%
4,900
-360
329
$358K ﹤0.01%
517
-183
330
$352K ﹤0.01%
3,985
-31
331
$351K ﹤0.01%
138
-19
332
$347K ﹤0.01%
5,098
+228
333
$334K ﹤0.01%
27,300
-10,000
334
$331K ﹤0.01%
6,435
335
$330K ﹤0.01%
7,270
+352
336
$327K ﹤0.01%
1,308
-150
337
$317K ﹤0.01%
6,590
+2,000
338
$314K ﹤0.01%
6,542
339
$306K ﹤0.01%
2,050
340
$299K ﹤0.01%
2,680
341
$298K ﹤0.01%
2,000
-200
342
$294K ﹤0.01%
672
343
$289K ﹤0.01%
1,815
344
$284K ﹤0.01%
4,460
345
$282K ﹤0.01%
40,020
346
$269K ﹤0.01%
+2,385
347
$267K ﹤0.01%
8,130
348
$266K ﹤0.01%
6,380
-1,000
349
$261K ﹤0.01%
4,305
350
$260K ﹤0.01%
2,860