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
101
$13.1M 0.14%
555,631
+5,502
102
$12.7M 0.14%
342,750
-18,310
103
$12.5M 0.13%
32,544
+16,446
104
$12.4M 0.13%
357,036
+8,020
105
$12.3M 0.13%
140,424
-4,343
106
$12.3M 0.13%
155,680
-20,020
107
$12.2M 0.13%
262,356
+16,005
108
$12.2M 0.13%
370,362
-187,369
109
$12.1M 0.13%
94,509
+787
110
$12M 0.13%
198,842
-144,783
111
$11.9M 0.13%
204,320
+1,216
112
$11.9M 0.13%
239,520
-34,999
113
$11.3M 0.12%
127,153
+3,402
114
$10.8M 0.12%
389,041
+46,941
115
$10.8M 0.11%
210,386
+155,888
116
$10.7M 0.11%
356,673
+11,672
117
$10.3M 0.11%
338,029
+4,629
118
$10.2M 0.11%
338,686
+38,186
119
$10.1M 0.11%
33,802
+62
120
$10M 0.11%
115,313
-28,693
121
$10M 0.11%
62,542
+13,394
122
$9.85M 0.1%
83,369
+975
123
$9.53M 0.1%
188,883
-819
124
$9.17M 0.1%
695,260
-795
125
$9.02M 0.1%
334,421
+5,515
3 4
5
6 7