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
151
$8.49M 0.09%
132,704
-28,996
152
$8.44M 0.09%
377,642
-9,184
153
$8.4M 0.09%
107,911
-7,689
154
$8.4M 0.09%
83,883
-26,755
155
$8.39M 0.09%
162,276
-18,962
156
$8.37M 0.09%
177,347
-10,334
157
$8.3M 0.09%
533,760
+27,299
158
$8.3M 0.09%
138,198
+27,062
159
$8.28M 0.09%
140,216
-11,376
160
$8.27M 0.09%
16,037
-2,748
161
$8.24M 0.09%
422,636
+97,955
162
$8.23M 0.09%
110,298
-19,975
163
$8.22M 0.09%
86,972
-11,028
164
$8.21M 0.09%
247,418
-86,698
165
$8.2M 0.09%
442,245
-255,755
166
$8.15M 0.09%
16,973
-2,865
167
$8.13M 0.09%
93,182
-86,106
168
$8.08M 0.09%
88,294
-19,806
169
$8.05M 0.09%
+152,345
170
$8.04M 0.09%
47,114
-23,112
171
$7.99M 0.08%
128,936
-1,912
172
$7.98M 0.08%
+105,286
173
$7.98M 0.08%
125,488
-11,852
174
$7.97M 0.08%
+160,800
175
$7.95M 0.08%
367,334
+26,534
5 6
7
8 9