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
$16.4B
AUM Growth
+$1.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1 +$54.3M
2 +$43.6M
3 +$34.1M
4
TSEC icon
Touchstone Securitized Income ETF
TSEC
+$32.5M
5
SMMD icon
iShares Russell 2500 ETF
SMMD
+$30.5M

Top Sells

1 +$52.1M
2 +$40.9M
3 +$34M
4
ORCL icon
Oracle
ORCL
+$33.1M
5
VLO icon
Valero Energy
VLO
+$25.6M

Sector Composition

1 Technology 24.13%
2 Financials 14.81%
3 Industrials 12.2%
4 Healthcare 11.65%
5 Communication Services 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$55.5M 0.34%
241,329
+2,458
77
$55.3M 0.34%
486,854
+10,731
78
$53.4M 0.32%
390,560
+17,283
79
$52.3M 0.32%
2,057,152
-35,000
80
$51.2M 0.31%
172,039
+9,378
81
$51.1M 0.31%
727,670
-250,968
82
$51.1M 0.31%
295,043
-226
83
$50.8M 0.31%
1,187,700
-15,971
84
$50.4M 0.31%
255,395
-43
85
$50.2M 0.31%
194,998
+6,671
86
$49M 0.3%
273,156
+20,405
87
$47.2M 0.29%
362,003
-297
88
$47.1M 0.29%
167,364
+2,191
89
$46.6M 0.28%
449,645
-71,446
90
$46.5M 0.28%
1,606,826
+6,947
91
$46.3M 0.28%
522,392
-6,756
92
$43.7M 0.27%
82,780
-58
93
$42.2M 0.26%
397,935
-5,102
94
$41.8M 0.25%
268,352
+2,148
95
$40.4M 0.25%
802,989
+18,928
96
$39.8M 0.24%
112,653
+5,062
97
$38.9M 0.24%
142,144
-336
98
$38.5M 0.23%
182,589
-59
99
$37.7M 0.23%
152,886
+119,379
100
$37.4M 0.23%
278,560
+9,290