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
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.28M
3
+$1.52M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.01M

Top Sells

1
+$912K
2
+$873K
3
+$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
+500
227
$5K ﹤0.01%
63
228
$5K ﹤0.01%
92
-1,244
229
$5K ﹤0.01%
62
230
$4K ﹤0.01%
+59
231
$4K ﹤0.01%
35
232
$4K ﹤0.01%
312
233
$4K ﹤0.01%
50
234
$4K ﹤0.01%
190
235
$4K ﹤0.01%
44
236
$3K ﹤0.01%
78
237
$3K ﹤0.01%
88
238
$3K ﹤0.01%
58
239
$3K ﹤0.01%
118
-116
240
$3K ﹤0.01%
25
241
$3K ﹤0.01%
+45
242
$3K ﹤0.01%
62
243
$3K ﹤0.01%
88
244
$3K ﹤0.01%
66
245
$3K ﹤0.01%
50
246
$2K ﹤0.01%
100
247
$2K ﹤0.01%
6
248
$2K ﹤0.01%
1,000
249
$2K ﹤0.01%
60
250
$2K ﹤0.01%
667
8 9
10
11 12