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
$356M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.88%
2 Technology 1.17%
3 Healthcare 0.62%
4 Communication Services 0.61%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$6K ﹤0.01%
312
227
$6K ﹤0.01%
79
228
$6K ﹤0.01%
120
229
$6K ﹤0.01%
+206
230
$6K ﹤0.01%
228
231
$6K ﹤0.01%
170
232
$6K ﹤0.01%
3,000
+2,903
233
$5K ﹤0.01%
+30
234
$5K ﹤0.01%
58
235
$5K ﹤0.01%
500
236
$5K ﹤0.01%
50
237
$5K ﹤0.01%
58
238
$5K ﹤0.01%
62
239
$5K ﹤0.01%
190
240
$5K ﹤0.01%
62
241
$5K ﹤0.01%
202
242
$4K ﹤0.01%
150
243
$4K ﹤0.01%
63
244
$4K ﹤0.01%
88
245
$4K ﹤0.01%
+56
246
$4K ﹤0.01%
80
247
$4K ﹤0.01%
342
248
$4K ﹤0.01%
+125
249
$4K ﹤0.01%
800
250
$3K ﹤0.01%
+10