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
$13.3B
AUM Growth
+$374M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
401
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$35.4M
3
+$35.2M
4
TFC icon
Truist Financial
TFC
+$23.2M
5
ACN icon
Accenture
ACN
+$21.2M

Top Sells

1
+$66.3M
2
+$26.6M
3
+$22.7M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$16.8M
5
PSX icon
Phillips 66
PSX
+$15.9M

Sector Composition

1 Technology 22.48%
2 Financials 16.34%
3 Healthcare 13.03%
4 Industrials 11.84%
5 Consumer Discretionary 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$142M 1.07%
2,041,573
-16,734
27
$137M 1.03%
1,314,211
-37,199
28
$135M 1.02%
1,028,427
-21,863
29
$133M 1%
2,462,122
-2,708
30
$111M 0.84%
1,144,811
-1,244
31
$108M 0.82%
1,344,649
+439,822
32
$103M 0.78%
424,674
-29,406
33
$100M 0.75%
4,012,911
-12,911
34
$96.5M 0.73%
75,511
-15
35
$95.7M 0.72%
450,717
-349
36
$87.5M 0.66%
1,363,580
+8,610
37
$86.5M 0.65%
530,420
-24,114
38
$83.5M 0.63%
1,597,475
+10,864
39
$83.3M 0.63%
189,046
-2,399
40
$83.1M 0.63%
124,146
+792
41
$82.6M 0.62%
647,404
+12,278
42
$82M 0.62%
1,451,432
-244
43
$81.9M 0.62%
205,280
-7,091
44
$81.6M 0.61%
395,080
+42
45
$81M 0.61%
4,209,900
-33,483
46
$79.8M 0.6%
604,518
-15,764
47
$73.9M 0.56%
694,760
-102,701
48
$73.4M 0.55%
604,027
-7,547
49
$71.9M 0.54%
243,629
+2,325
50
$69.3M 0.52%
2,006,970
-118,630
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