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
101
$35.1M 0.26%
279,478
+5,905
102
$34.9M 0.26%
203,676
-50,774
103
$34.1M 0.26%
370,757
104
$32.9M 0.25%
172,138
-43,883
105
$32.8M 0.25%
804,379
-94,066
106
$31.8M 0.24%
139,391
-33
107
$31.5M 0.24%
83,726
+3,262
108
$27.7M 0.21%
122,927
-74,382
109
$27.1M 0.2%
290,398
+39,983
110
$27M 0.2%
491,352
+22,486
111
$26.2M 0.2%
303,334
-27,535
112
$26.1M 0.2%
1,000,000
113
$25.9M 0.2%
719,611
+33,493
114
$25.7M 0.19%
326,801
+104,672
115
$25.7M 0.19%
1,002,842
-2,842
116
$25.6M 0.19%
649,365
+165,441
117
$25.4M 0.19%
1,071,921
+51,305
118
$25.1M 0.19%
303,073
+1,854
119
$24.9M 0.19%
464,894
+193,060
120
$24.6M 0.19%
884,136
-90,201
121
$24.3M 0.18%
276,365
-7,127
122
$24M 0.18%
212,891
+3,289
123
$24M 0.18%
424,416
+24,954
124
$23.9M 0.18%
105,534
+279
125
$23.9M 0.18%
840,297
3 4
5
6 7