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
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.32M
2
+$2.28M
3
+$1.5M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$997K

Top Sells

1
+$911K
2
+$871K
3
+$621K
4
IAU icon
iShares Gold Trust
IAU
+$388K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$291K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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330
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331
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332
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333
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