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
526
-14,400
527
-14,400
528
-16,800
529
-7,915
530
-5,183