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
376
$270K ﹤0.01%
1,815
377
$263K ﹤0.01%
539
-5
378
$256K ﹤0.01%
1,300
379
$255K ﹤0.01%
787
380
$254K ﹤0.01%
1,552
-77
381
$242K ﹤0.01%
7,272
382
$234K ﹤0.01%
2,641
383
$228K ﹤0.01%
+7,840
384
$228K ﹤0.01%
+1,180
385
$227K ﹤0.01%
+3,260
386
$227K ﹤0.01%
+2,060
387
$227K ﹤0.01%
+5,790
388
$226K ﹤0.01%
+1,420
389
$226K ﹤0.01%
+1,470
390
$222K ﹤0.01%
+6,296
391
$221K ﹤0.01%
+120
392
$221K ﹤0.01%
4,105
393
$219K ﹤0.01%
2,850
-750
394
$219K ﹤0.01%
1,688
-332
395
$218K ﹤0.01%
732
-462
396
$217K ﹤0.01%
2,372
-25
397
$216K ﹤0.01%
+5,990
398
$211K ﹤0.01%
+2,625
399
$207K ﹤0.01%
+2,144
400
$203K ﹤0.01%
+1,811