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
251
$2K ﹤0.01%
80
252
$2K ﹤0.01%
18
253
$2K ﹤0.01%
60
254
$2K ﹤0.01%
10
255
$2K ﹤0.01%
50
-110
256
$2K ﹤0.01%
160
257
$2K ﹤0.01%
60
258
$1K ﹤0.01%
5
259
$1K ﹤0.01%
40
260
$1K ﹤0.01%
5
261
$1K ﹤0.01%
+6
262
$1K ﹤0.01%
+8
263
$1K ﹤0.01%
7,250
264
$1K ﹤0.01%
28
265
$1K ﹤0.01%
7
-6
266
$1K ﹤0.01%
57
-1
267
$1K ﹤0.01%
36
-14
268
$1K ﹤0.01%
8
269
$1K ﹤0.01%
3
270
$1K ﹤0.01%
+16
271
$1K ﹤0.01%
11
272
$1K ﹤0.01%
8
273
$1K ﹤0.01%
6
274
$1K ﹤0.01%
9
-32
275
$1K ﹤0.01%
45
9 10
11
12 13