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
$16.4B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$43.6M
3 +$34.1M
4
TSEC icon
Touchstone Securitized Income ETF
TSEC
+$32.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$30.5M

Top Sells

1 +$52.1M
2 +$40.9M
3 +$34M
4
ORCL icon
Oracle
ORCL
+$33.1M
5
VLO icon
Valero Energy
VLO
+$25.6M

Sector Composition

1 Technology 24.13%
2 Financials 14.81%
3 Industrials 12.2%
4 Healthcare 11.65%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$466K ﹤0.01%
2,455
327
$461K ﹤0.01%
47
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328
$457K ﹤0.01%
1,685
-365
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3,657
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330
$456K ﹤0.01%
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$452K ﹤0.01%
2,186
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332
$450K ﹤0.01%
7,270
333
$446K ﹤0.01%
4,283
-98
334
$443K ﹤0.01%
8,870
-2,000
335
$437K ﹤0.01%
1,750
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336
$426K ﹤0.01%
3,773
-180,275
337
$425K ﹤0.01%
135
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$422K ﹤0.01%
2,221
+640
339
$411K ﹤0.01%
1,967
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340
$409K ﹤0.01%
6,207
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341
$408K ﹤0.01%
4,877
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342
$406K ﹤0.01%
1,553
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343
$403K ﹤0.01%
4,797
+258
344
$402K ﹤0.01%
4,584
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345
$387K ﹤0.01%
5,432
-121
346
$384K ﹤0.01%
999
347
$380K ﹤0.01%
1,497
+22
348
$376K ﹤0.01%
1,159
349
$367K ﹤0.01%
3,911
-123
350
$364K ﹤0.01%
5,636
-126