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
476
$202K ﹤0.01%
+2,687
477
$202K ﹤0.01%
17,900
-6,000
478
$197K ﹤0.01%
18,931
+6,300
479
$191K ﹤0.01%
16,300
+2,900
480
$175K ﹤0.01%
10,700
-500
481
$167K ﹤0.01%
15,500
482
$163K ﹤0.01%
11,976
483
$136K ﹤0.01%
18,100
+3,900
484
$108K ﹤0.01%
+12,500
485
$107K ﹤0.01%
+13,100
486
$98K ﹤0.01%
41,500
+22,500
487
$83K ﹤0.01%
+16,300
488
$81K ﹤0.01%
15,700
+1,600
489
$58K ﹤0.01%
25,745
-500
490
– –
-5,620
491
– –
-75,834
492
– –
-8,223
493
– –
-767,132
494
– –
-113,948
495
– –
-10,747
496
– –
-9,262
497
– –
-8,049
498
– –
-9,100
499
– –
-225,581
500
– –
-67,089
18 19
20
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