FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.37M
3
+$2.02M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.68M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.66M

Top Sells

1
+$11.7M
2
+$11.3M
3
+$10.8M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$9.31M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.31M

Sector Composition

1 Financials 2.37%
2 Technology 1.24%
3 Communication Services 0.62%
4 Consumer Discretionary 0.59%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4K ﹤0.01%
150
227
$4K ﹤0.01%
63
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$4K ﹤0.01%
88
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$4K ﹤0.01%
58
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$4K ﹤0.01%
80
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$4K ﹤0.01%
+342
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$4K ﹤0.01%
62
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$4K ﹤0.01%
202
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$3K ﹤0.01%
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10
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45
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800
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$3K ﹤0.01%
88
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$2K ﹤0.01%
100
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6
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50
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18
243
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+136
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$2K ﹤0.01%
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$2K ﹤0.01%
60
248
$1K ﹤0.01%
1,001
249
$1K ﹤0.01%
5
250
$1K ﹤0.01%
4
8 9
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11 12