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
201
$6.72M 0.07%
23,695
-11,993
202
$6.67M 0.07%
265,114
-900
203
$6.43M 0.07%
59,077
+653
204
$6.42M 0.07%
30,380
+262
205
$6.41M 0.07%
60,000
206
$6.35M 0.07%
105,081
-297,614
207
$6.3M 0.07%
60,776
+55,609
208
$6.22M 0.07%
63,499
-221
209
$6.17M 0.07%
166,111
-17,495
210
$5.93M 0.06%
36,011
-107,898
211
$5.8M 0.06%
144,137
-5,872
212
$5.79M 0.06%
32,869
+213
213
$5.76M 0.06%
111,039
+1,987
214
$5.67M 0.06%
25,091
215
$5.53M 0.06%
21,749
-24,581
216
$5.5M 0.06%
87,027
+182
217
$5.28M 0.06%
138,819
-6,627
218
$5.2M 0.06%
167,383
-95,966
219
$4.98M 0.05%
14,819
-131
220
$4.89M 0.05%
293,253
+2,317
221
$4.59M 0.05%
19,261
-38,633
222
$4.52M 0.05%
56,711
+477
223
$4.42M 0.05%
317,221
224
$4.41M 0.05%
34,276
+2,262
225
$4.33M 0.05%
68,196
+631
7 8
9
10 11