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
351
$283K ﹤0.01%
+3,209
352
$282K ﹤0.01%
9,298
353
$279K ﹤0.01%
672
354
$276K ﹤0.01%
4,980
355
$268K ﹤0.01%
2,691
+401
356
$266K ﹤0.01%
6,435
357
$262K ﹤0.01%
1,962
358
$261K ﹤0.01%
4,150
359
$261K ﹤0.01%
4,605
+705
360
$259K ﹤0.01%
1,356
361
$249K ﹤0.01%
8,755
-2,605
362
$245K ﹤0.01%
2,954
363
$235K ﹤0.01%
2,155
364
$234K ﹤0.01%
3,369
365
$234K ﹤0.01%
3,110
366
$233K ﹤0.01%
+10,000
367
$233K ﹤0.01%
4,590
368
$230K ﹤0.01%
+1,571
369
$228K ﹤0.01%
+2,860
370
$226K ﹤0.01%
2,684
371
$226K ﹤0.01%
1,161
-30
372
$226K ﹤0.01%
+4,405
373
$221K ﹤0.01%
4,449
-427
374
$220K ﹤0.01%
+1,634
375
$219K ﹤0.01%
13,862