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
426
$327K ﹤0.01%
19,300
+5,100
427
$320K ﹤0.01%
1
428
$316K ﹤0.01%
3,357
429
$316K ﹤0.01%
13,700
+8,000
430
$313K ﹤0.01%
2,650
-594
431
$309K ﹤0.01%
262
432
$308K ﹤0.01%
5,101
433
$305K ﹤0.01%
1,974
+10
434
$302K ﹤0.01%
2,115
-74,445
435
$301K ﹤0.01%
7,452
-917
436
$295K ﹤0.01%
+11,211
437
$289K ﹤0.01%
32,400
-3,800
438
$282K ﹤0.01%
5,171
439
$277K ﹤0.01%
4,484
-684
440
$272K ﹤0.01%
3,532
-60
441
$271K ﹤0.01%
10,800
+1,200
442
$271K ﹤0.01%
10,000
443
$269K ﹤0.01%
558
444
$268K ﹤0.01%
3,642
445
$265K ﹤0.01%
+7,185
446
$265K ﹤0.01%
2,400
447
$262K ﹤0.01%
2,700
448
$253K ﹤0.01%
3,050
-800
449
$252K ﹤0.01%
2,854
+100
450
$247K ﹤0.01%
3,319
-21,672
16 17
18
19 20