FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $17.4B
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
+21.08%
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
26
$99.9M 1.06%
199,884
-5,346
27
$99.8M 1.06%
1,286,341
+40,435
28
$98.7M 1.05%
1,316,761
+208,592
29
$98.5M 1.05%
719,493
-2,599
30
$96M 1.02%
1,003,228
+122,102
31
$85.4M 0.91%
396,803
+2,788
32
$85.2M 0.91%
276,991
-10,879
33
$82M 0.87%
207,586
34
$81.4M 0.86%
+953,744
35
$79.1M 0.84%
1,425,892
+283,538
36
$78M 0.83%
1,289,295
+140,612
37
$77.2M 0.82%
3,206,235
-17,857
38
$76.7M 0.82%
569,596
+180,035
39
$76.7M 0.81%
796,302
+5,466
40
$76.3M 0.81%
1,473,025
+5,876
41
$75.7M 0.8%
226,181
-63,784
42
$75.5M 0.8%
300,082
+80,614
43
$75.3M 0.8%
372,393
+8,533
44
$74M 0.79%
891,162
+59,538
45
$68.9M 0.73%
710,535
+147,468
46
$68M 0.72%
2,184,499
+347,464
47
$64M 0.68%
3,000,186
48
$60.1M 0.64%
1,749,990
-13,778
49
$50.3M 0.53%
1,808,978
+150,294
50
$48.4M 0.51%
1,244,027
+725,564
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