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
151
$16.9M 0.13%
968,318
+363,553
152
$16.4M 0.12%
1,461,428
-135,330
153
$16.2M 0.12%
153,763
-4,013
154
$16.1M 0.12%
742,422
+83,122
155
$15.4M 0.12%
124,435
-25,206
156
$15.4M 0.12%
267,128
157
$15M 0.11%
199,564
-13,143
158
$14.8M 0.11%
545,727
+22,177
159
$14.4M 0.11%
71,314
160
$14.3M 0.11%
102,104
+62,942
161
$14M 0.11%
129,708
-30,676
162
$13.8M 0.1%
186,960
-34,851
163
$13.7M 0.1%
82,431
-1,244
164
$13.7M 0.1%
89,818
-2,486
165
$13.6M 0.1%
126,178
+24,786
166
$13.6M 0.1%
92,641
+2,389
167
$13.6M 0.1%
111,756
-20,529
168
$13.5M 0.1%
25,058
+3,686
169
$13.4M 0.1%
359,966
+26,762
170
$13.3M 0.1%
1,485,107
+200,727
171
$13.2M 0.1%
391,897
+96,738
172
$13.2M 0.1%
138,187
+3,625
173
$13.2M 0.1%
168,753
-22,431
174
$13.1M 0.1%
74,499
+3,985
175
$13.1M 0.1%
227,498
+3,968
5 6
7
8 9