FFW

Fusion Family Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$26.3M
3
+$13.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$11.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.83M

Top Sells

1
+$815K
2
+$772K
3
+$553K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$419K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$380K

Sector Composition

1 Financials 1.96%
2 Technology 0.91%
3 Communication Services 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+667
227
$5K ﹤0.01%
3
228
$5K ﹤0.01%
232
229
$5K ﹤0.01%
65
230
$5K ﹤0.01%
312
-326
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$5K ﹤0.01%
+270
232
$5K ﹤0.01%
+62
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$5K ﹤0.01%
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-662
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$5K ﹤0.01%
190
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$4K ﹤0.01%
+95
236
$4K ﹤0.01%
35
237
$4K ﹤0.01%
+50
238
$4K ﹤0.01%
58
239
$4K ﹤0.01%
+85
240
$4K ﹤0.01%
44
241
$3K ﹤0.01%
64
-480
242
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
50
245
$3K ﹤0.01%
78
246
$3K ﹤0.01%
+64
247
$3K ﹤0.01%
34
-206
248
$3K ﹤0.01%
88
249
$3K ﹤0.01%
74
-754
250
$3K ﹤0.01%
+81
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