FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
-0.95%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$297M
AUM Growth
-$103M
(-26%)
Cap. Flow
-$38.4M
Cap. Flow
% of AUM
-12.9%
Top 10 Holdings %
Top 10 Hldgs %
77.13%
Holding
300
New
13
Increased
41
Reduced
60
Closed
22
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$3.54M |
| 2 |
Columbia Emerging Markets Consumer ETF
ECON
|
+$2.37M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.02M |
| 4 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
+$1.68M |
| 5 |
Invesco S&P 500 Revenue ETF
RWL
|
+$1.66M |
Top Sells
Sector Composition
| 1 | Financials | 2.37% |
| 2 | Technology | 1.24% |
| 3 | Communication Services | 0.62% |
| 4 | Consumer Discretionary | 0.59% |
| 5 | Healthcare | 0.48% |
