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
$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
126
$8.97M 0.1%
308,532
-179,168
127
$8.93M 0.09%
+303,510
128
$8.93M 0.09%
96,083
-19,620
129
$8.9M 0.09%
+441,949
130
$8.89M 0.09%
336,798
+17,111
131
$8.86M 0.09%
569,158
-440,381
132
$8.84M 0.09%
465,231
-171,232
133
$8.82M 0.09%
+263,008
134
$8.82M 0.09%
118,645
+8,745
135
$8.8M 0.09%
274,688
+35,882
136
$8.78M 0.09%
45,320
+384
137
$8.76M 0.09%
+920,955
138
$8.75M 0.09%
213,949
+162,521
139
$8.72M 0.09%
89,274
+741
140
$8.72M 0.09%
478,498
-7,102
141
$8.71M 0.09%
74,605
-4,921
142
$8.71M 0.09%
605,739
-63,771
143
$8.65M 0.09%
236,428
+20,993
144
$8.64M 0.09%
273,340
+32,567
145
$8.61M 0.09%
215,907
-4,493
146
$8.6M 0.09%
156,596
-1,000
147
$8.56M 0.09%
540,304
-364,647
148
$8.56M 0.09%
137,508
-43,625
149
$8.55M 0.09%
+680,640
150
$8.55M 0.09%
149,785
-67,215
4 5
6
7 8