FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+2.39%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$373M
AUM Growth
+$16.8M
(+4.7%)
Cap. Flow
-$532M
Cap. Flow
% of AUM
-142.85%
Top 10 Holdings %
Top 10 Hldgs %
71.65%
Holding
296
New
1
Increased
52
Reduced
58
Closed
23
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$419M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$120M |
| 3 |
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
|
$5.11M |
| 4 |
Invesco BuyBack Achievers ETF
PKW
|
$3.88M |
| 5 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
$2.15M |
Sector Composition
| 1 | Financials | 2.32% |
| 2 | Technology | 1.37% |
| 3 | Consumer Discretionary | 0.61% |
| 4 | Communication Services | 0.6% |
| 5 | Healthcare | 0.54% |
