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
126
$23.6M 0.18%
1,741,145
127
$22.6M 0.17%
1,950,104
+265,720
128
$22.3M 0.17%
242,707
129
$22.1M 0.17%
53,960
+672
130
$21.8M 0.16%
481,863
+61,852
131
$21.3M 0.16%
187,820
132
$21.2M 0.16%
+74,058
133
$21.1M 0.16%
159,968
+1,001
134
$20.9M 0.16%
190,736
+4,756
135
$19.6M 0.15%
272,011
+191,812
136
$19.4M 0.15%
47,080
-160,570
137
$19.4M 0.15%
321,666
+298,536
138
$19.2M 0.14%
716,329
-175,237
139
$19M 0.14%
133,585
-69,074
140
$18.9M 0.14%
197,450
+22,752
141
$18.2M 0.14%
796,080
+9,582
142
$18.2M 0.14%
561,473
-233,326
143
$17.9M 0.13%
181,899
144
$17.8M 0.13%
331,004
-82,245
145
$17.7M 0.13%
950,139
+45,834
146
$17.6M 0.13%
74,817
-107
147
$17.3M 0.13%
106,597
+967
148
$17.2M 0.13%
822,367
+106,427
149
$17.1M 0.13%
506,506
+13,281
150
$17M 0.13%
300,236
+108,644
4 5
6
7 8