FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$15.6M
3
+$12.1M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$7.53M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.69%
2 Technology 1.55%
3 Communication Services 1.08%
4 Consumer Discretionary 1%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3K ﹤0.01%
+19
327
$3K ﹤0.01%
+16
328
$3K ﹤0.01%
+120
329
$3K ﹤0.01%
+29
330
$3K ﹤0.01%
+62
331
$3K ﹤0.01%
+44
332
$2K ﹤0.01%
+100
333
$2K ﹤0.01%
+44
334
$2K ﹤0.01%
+18
335
$2K ﹤0.01%
+88
336
$2K ﹤0.01%
+46
337
$2K ﹤0.01%
+160
338
$2K ﹤0.01%
+60
339
$1K ﹤0.01%
+11
340
$1K ﹤0.01%
+20
341
$1K ﹤0.01%
+8
342
$1K ﹤0.01%
+40
343
$1K ﹤0.01%
+6
344
$1K ﹤0.01%
+33
345
$1K ﹤0.01%
+5
346
$1K ﹤0.01%
+1
347
$1K ﹤0.01%
+8
348
$1K ﹤0.01%
+6
349
$1K ﹤0.01%
+28
350
$1K ﹤0.01%
+4,250
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