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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-45
302
– –
-36
303
– –
-500
304
– –
-6
305
– –
-3,000
306
– –
-6
307
– –
-38
308
– –
-62
309
– –
-400
310
– –
-800
311
– –
-33
312
– –
-1
313
– –
-160
314
– –
-60
315
– –
-60
316
– –
-1,500
317
– –
-667
318
– –
-4,060
319
– –
-442
320
– –
-1,050
321
– –
-2,078
322
– –
-3
323
– –
-9,573
324
– –
-190
9 10 11 12
13