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
$9.41B
AUM Growth
+$535M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1 +$81.4M
2 +$48M
3 +$28.2M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$24.3M
5
GS icon
Goldman Sachs
GS
+$22.6M

Top Sells

1 +$115M
2 +$50.3M
3 +$48.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$45.6M
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$41.3M

Sector Composition

1 Technology 22.6%
2 Industrials 12.52%
3 Financials 12.49%
4 Communication Services 12.26%
5 Consumer Discretionary 12.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$432K ﹤0.01%
7,200
-1,700
377
$431K ﹤0.01%
3,631
378
$423K ﹤0.01%
+25,200
379
$423K ﹤0.01%
5,800
380
$422K ﹤0.01%
+14,454
381
$419K ﹤0.01%
7,480
+2,360
382
$419K ﹤0.01%
16,105
+1,100
383
$419K ﹤0.01%
12,365
-14,500
384
$414K ﹤0.01%
10,294
+3,541
385
$413K ﹤0.01%
1,815
386
$411K ﹤0.01%
6,700
+500
387
$410K ﹤0.01%
9,700
-2,900
388
$409K ﹤0.01%
+76,100
389
$408K ﹤0.01%
1,800
390
$406K ﹤0.01%
18,500
+5,600
391
$405K ﹤0.01%
14,200
-6,780
392
$400K ﹤0.01%
13,000
+4,700
393
$400K ﹤0.01%
2,292
394
$397K ﹤0.01%
7,819
+200
395
$389K ﹤0.01%
6,458
396
$389K ﹤0.01%
36,021
397
$387K ﹤0.01%
27,598
-24,212
398
$387K ﹤0.01%
2,516
+162
399
$386K ﹤0.01%
8,305
400
$378K ﹤0.01%
1,758