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
376
$207K ﹤0.01%
+2,550
377
$200K ﹤0.01%
2,560
378
$192K ﹤0.01%
36,021
379
$192K ﹤0.01%
12,260
-16,000
380
$143K ﹤0.01%
12,999
381
$35.8K ﹤0.01%
26,554
382
– –
-10,765
383
– –
-12,300
384
– –
-2,870
385
– –
-993
386
– –
-2,020
387
– –
-19,200
388
– –
-45,060
389
– –
-710
390
– –
-11,500
391
– –
-253,033
392
– –
-5,296
393
– –
-183,732
394
– –
-212,532
395
– –
-5,662
396
– –
-6,000
397
– –
-134,482
398
– –
-160,000
399
– –
-105,129
400
– –
-315,350
13 14 15
16
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