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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6K ﹤0.01%
+65
227
$6K ﹤0.01%
96
+54
228
$6K ﹤0.01%
+79
229
$6K ﹤0.01%
44
230
$5K ﹤0.01%
3
231
$5K ﹤0.01%
312
232
$5K ﹤0.01%
58
233
$5K ﹤0.01%
500
234
$5K ﹤0.01%
63
+29
235
$5K ﹤0.01%
50
236
$5K ﹤0.01%
+80
237
$5K ﹤0.01%
+150
238
$5K ﹤0.01%
62
239
$5K ﹤0.01%
+190
240
$5K ﹤0.01%
+202
241
$4K ﹤0.01%
150
242
$4K ﹤0.01%
+88
243
$4K ﹤0.01%
+58
244
$4K ﹤0.01%
+62
245
$4K ﹤0.01%
+800
246
$3K ﹤0.01%
66
247
$3K ﹤0.01%
+50
248
$3K ﹤0.01%
78
249
$3K ﹤0.01%
+10
250
$3K ﹤0.01%
45
8 9
10
11 12