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
51
$48.2M 0.51%
240,982
-72,848
52
$40.9M 0.43%
1,037,844
-9,470
53
$40.2M 0.43%
537,144
-1,789
54
$38.9M 0.41%
452,133
+185,553
55
$38.6M 0.41%
336,608
+65,641
56
$36.3M 0.39%
450,562
-21,173
57
$34.1M 0.36%
954,043
+5,553
58
$32.3M 0.34%
1,498,675
-157,968
59
$31.8M 0.34%
145,104
-89,422
60
$31.6M 0.34%
211,723
-28,586
61
$29.7M 0.32%
874,486
+122
62
$29.6M 0.31%
106,454
-67,547
63
$28.7M 0.3%
483,319
-180,301
64
$28.2M 0.3%
1,093,152
-9,252
65
$27.9M 0.3%
352,955
-47,849
66
$27.2M 0.29%
406,549
67
$26.6M 0.28%
436,953
+4,200
68
$26M 0.28%
187,861
+1,420
69
$25.4M 0.27%
135,700
-50,520
70
$23.2M 0.25%
104,635
-186,500
71
$22.4M 0.24%
318,615
72
$22.3M 0.24%
98,412
73
$22M 0.23%
1,661,775
74
$22M 0.23%
925,644
-5,558
75
$21.6M 0.23%
879,465
-40,974
1 2
3
4 5