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
201
$10.5M 0.08%
47,573
+5,275
202
$9.94M 0.07%
539,035
+60,513
203
$9.7M 0.07%
193,830
-1,520
204
$9.57M 0.07%
+232,090
205
$9.22M 0.07%
88,930
-7,065
206
$8.98M 0.07%
97,578
207
$8.21M 0.06%
+528,780
208
$8.06M 0.06%
96,215
209
$6.62M 0.05%
32,869
-466
210
$6.61M 0.05%
45,096
-15
211
$6.52M 0.05%
356,952
212
$6.3M 0.05%
29,848
-7,238
213
$6.11M 0.05%
34,227
-19,656
214
$5.94M 0.04%
114,428
-700
215
$5.47M 0.04%
299,080
216
$5.33M 0.04%
68,029
-180
217
$5.25M 0.04%
18,892
218
$4.92M 0.04%
31,215
-660
219
$4.58M 0.03%
261,570
+135,753
220
$4.41M 0.03%
84,238
+3,743
221
$4.23M 0.03%
410,356
222
$4.14M 0.03%
160,012
-700
223
$4.05M 0.03%
26,287
-3,089
224
$3.93M 0.03%
38,813
-136
225
$3.92M 0.03%
7,897
+76
7 8
9
10 11