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
51
$68M 0.51%
143,935
-7,578
52
$67.8M 0.51%
481,295
-57,016
53
$66.1M 0.5%
506,936
+4,818
54
$65.8M 0.5%
1,693,028
+26,235
55
$63.8M 0.48%
1,769,163
+975,786
56
$63.5M 0.48%
348,098
-28,407
57
$63.1M 0.48%
225,826
-23,067
58
$62.8M 0.47%
505,105
+28,630
59
$62.6M 0.47%
152,193
+102,895
60
$62.6M 0.47%
1,837,391
+19,528
61
$62.4M 0.47%
428,600
-1,837
62
$61.2M 0.46%
634,308
+14,215
63
$59.9M 0.45%
2,751,469
+144,374
64
$58.9M 0.44%
775,825
+97,806
65
$57.8M 0.44%
1,178,077
+1,498
66
$53.6M 0.4%
1,639,168
-120,458
67
$53.1M 0.4%
714,448
+2,802
68
$52.7M 0.4%
257,691
+3,076
69
$52.5M 0.4%
680,890
+4,384
70
$52M 0.39%
884,975
+152,469
71
$51M 0.38%
659,999
+6,231
72
$50.2M 0.38%
238,506
+2,442
73
$50.2M 0.38%
2,014,000
74
$49.6M 0.37%
1,326,279
+12,739
75
$49.5M 0.37%
1,452,187
+679,616
1 2
3
4 5