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
251
$3K ﹤0.01%
88
252
$2K ﹤0.01%
100
253
$2K ﹤0.01%
6
254
$2K ﹤0.01%
+80
255
$2K ﹤0.01%
18
256
$2K ﹤0.01%
+29
257
$2K ﹤0.01%
50
258
$2K ﹤0.01%
+160
259
$2K ﹤0.01%
+60
260
$2K ﹤0.01%
+60
261
$1K ﹤0.01%
+4
262
$1K ﹤0.01%
5
263
$1K ﹤0.01%
2
264
$1K ﹤0.01%
+28
265
$1K ﹤0.01%
+57
266
$1K ﹤0.01%
18
-78
267
$1K ﹤0.01%
18
-600
268
$1K ﹤0.01%
11
269
$1K ﹤0.01%
+8
270
$1K ﹤0.01%
14
271
$1K ﹤0.01%
40
272
$1K ﹤0.01%
11
-600
273
$1K ﹤0.01%
15
-26
274
$1K ﹤0.01%
+5
275
$1K ﹤0.01%
+4
9 10
11
12 13