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
76
$20M 0.21%
404,150
+2,512
77
$19.7M 0.21%
177,708
+12,662
78
$19.6M 0.21%
329,639
-43,931
79
$19.4M 0.21%
144,483
+659
80
$19M 0.2%
182,640
+5,642
81
$18.3M 0.19%
346,256
-253,922
82
$18.2M 0.19%
253,432
-178,236
83
$17.8M 0.19%
271,237
-27,863
84
$17.5M 0.19%
488,215
+1,024
85
$17.4M 0.18%
206,876
+11,154
86
$17.3M 0.18%
580,690
+14,104
87
$17M 0.18%
144,492
-4,744
88
$15.8M 0.17%
28,089
+329
89
$15.8M 0.17%
650,542
-500
90
$15.5M 0.17%
+1,049,040
91
$15.5M 0.16%
79,274
-135,556
92
$15.5M 0.16%
661,936
+6,640
93
$14.8M 0.16%
213,532
+1,108
94
$14.8M 0.16%
61,118
-10,533
95
$14.6M 0.16%
401,210
-7,620
96
$14.4M 0.15%
256,491
-3,803
97
$14.1M 0.15%
151,531
-42,069
98
$13.5M 0.14%
91,731
-2,288
99
$13.4M 0.14%
183,080
-66,140
100
$13.1M 0.14%
78,725
-27,622
2 3
4
5 6