FWIA

Fort Washington Investment Advisors Portfolio holdings

AUM $18.1B
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.99B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1 +$46.8M
2 +$38.2M
3 +$32.6M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$22.7M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$17.4M

Top Sells

1 +$64.4M
2 +$56.4M
3 +$43.5M
4
CXT icon
Crane NXT
CXT
+$36.4M
5
BLK icon
Blackrock
BLK
+$20.7M

Sector Composition

1 Financials 15.47%
2 Technology 13.4%
3 Industrials 13.21%
4 Healthcare 11.35%
5 Energy 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-50,052
477
-2,755
478
-14,800
479
-17,700
480
-24,200
481
-2,722
482
-10,736
483
-10,817
484
-23,250
485
-6,088
486
-34,862
487
-147,467
488
-1,785
489
-24,059
490
-11,300
491
-10,918
492
-2,578
493
-55,969
494
-62,224
495
-9,606
496
-3,200
497
-30,903
498
-9,800
499
-9,246
500
-14,612