FFW

Fusion Family Wealth Portfolio holdings

AUM $1.32B
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$3.45M
3
+$3.37M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.61M

Top Sells

1
+$397M
2
+$121M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.8M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.14M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
22
+2
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80
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8
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40
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5
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12
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3
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6
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271
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5
272
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500
273
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-1,623
274
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275
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-2
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11
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