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
351
$359K ﹤0.01%
3,011
352
$355K ﹤0.01%
2,065
353
$334K ﹤0.01%
7,118
-160
354
$330K ﹤0.01%
5,830
355
$330K ﹤0.01%
6,542
356
$325K ﹤0.01%
7,911
-177
357
$325K ﹤0.01%
8,800
358
$323K ﹤0.01%
6,435
359
$318K ﹤0.01%
2,656
-55
360
$317K ﹤0.01%
5,493
-100
361
$317K ﹤0.01%
4,367
+585
362
$315K ﹤0.01%
8,237
363
$315K ﹤0.01%
3,897
364
$309K ﹤0.01%
672
365
$307K ﹤0.01%
2,441
366
$299K ﹤0.01%
1,057
-211
367
$291K ﹤0.01%
21,729
368
$287K ﹤0.01%
4,293
-96
369
$283K ﹤0.01%
10,000
370
$276K ﹤0.01%
+3,582
371
$276K ﹤0.01%
7,611
-171
372
$273K ﹤0.01%
+2,707
373
$273K ﹤0.01%
2,630
374
$271K ﹤0.01%
603
375
$271K ﹤0.01%
2,777