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
451
$245K ﹤0.01%
24,486
+3,700
452
$244K ﹤0.01%
+6,000
453
$243K ﹤0.01%
709
454
$239K ﹤0.01%
3,941
-31,934
455
$238K ﹤0.01%
+12,300
456
$236K ﹤0.01%
3,940
457
$236K ﹤0.01%
1,930
-2,899
458
$233K ﹤0.01%
+3,127
459
$231K ﹤0.01%
6,732
-5,553
460
$230K ﹤0.01%
6,600
+600
461
$226K ﹤0.01%
3,734
462
$223K ﹤0.01%
5,946
-250
463
$220K ﹤0.01%
12,411
-84,666
464
$220K ﹤0.01%
+2,818
465
$219K ﹤0.01%
2,735
466
$218K ﹤0.01%
6,222
-8,692
467
$217K ﹤0.01%
1,765
468
$217K ﹤0.01%
4,000
-500
469
$214K ﹤0.01%
+5,100
470
$212K ﹤0.01%
+4,100
471
$209K ﹤0.01%
506
-100
472
$209K ﹤0.01%
+1,986
473
$207K ﹤0.01%
+2,752
474
$205K ﹤0.01%
6,700
-900
475
$203K ﹤0.01%
+1,941
17 18
19
20 21