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
176
$13M 0.1%
114,026
-30,631
177
$12.9M 0.1%
125,632
+8,745
178
$12.9M 0.1%
534,656
-149,704
179
$12.8M 0.1%
61,485
-12,129
180
$12.8M 0.1%
324,196
-29,244
181
$12.7M 0.1%
393,300
+72,075
182
$12.4M 0.09%
219,122
+30,761
183
$12.4M 0.09%
149,900
+9,821
184
$12.4M 0.09%
143,284
-6,712
185
$12.4M 0.09%
180,107
-46,645
186
$12.3M 0.09%
+138,429
187
$12.3M 0.09%
226,519
-7,308
188
$12.3M 0.09%
634,986
-34,247
189
$12.3M 0.09%
225,427
-15,663
190
$12.2M 0.09%
164,488
+30,128
191
$12.1M 0.09%
568,780
+28,440
192
$11.9M 0.09%
908,129
+43,206
193
$11.8M 0.09%
102,358
+2,678
194
$11.8M 0.09%
119,908
-15,255
195
$11.7M 0.09%
223,726
196
$11.6M 0.09%
214,658
-64,249
197
$11.2M 0.08%
348,810
-21,810
198
$11.2M 0.08%
152,182
+9,332
199
$11.1M 0.08%
+105,559
200
$11M 0.08%
458,674
+31,243
6 7
8
9 10