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
401
$377K ﹤0.01%
19,571
+2,800
402
$376K ﹤0.01%
14,886
-11,730
403
$375K ﹤0.01%
17,060
+700
404
$375K ﹤0.01%
2,725
-2,890
405
$372K ﹤0.01%
2,885
406
$368K ﹤0.01%
7,960
407
$368K ﹤0.01%
4,444
408
$364K ﹤0.01%
2,308
409
$361K ﹤0.01%
1,800
+900
410
$359K ﹤0.01%
31,000
+15,700
411
$354K ﹤0.01%
3,865
412
$353K ﹤0.01%
1,957
413
$348K ﹤0.01%
3,500
414
$344K ﹤0.01%
13,939
+2,600
415
$344K ﹤0.01%
12,643
416
$344K ﹤0.01%
1,900
417
$343K ﹤0.01%
2,960
418
$343K ﹤0.01%
4,180
-1,962
419
$339K ﹤0.01%
18,500
+4,700
420
$338K ﹤0.01%
22,000
421
$337K ﹤0.01%
11,800
422
$337K ﹤0.01%
15,517
423
$332K ﹤0.01%
12,205
-16,676
424
$331K ﹤0.01%
81
425
$329K ﹤0.01%
2,200
-2,600
15 16
17
18 19