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
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$15M
3
+$11.9M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$7.55M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$7.32M

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
351
$1K ﹤0.01%
+20
352
$1K ﹤0.01%
+8
353
$1K ﹤0.01%
+40
354
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+18
355
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+5
356
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+10
357
$1K ﹤0.01%
+6
358
$1K ﹤0.01%
+82
359
$1K ﹤0.01%
+17
360
$1K ﹤0.01%
+60
361
$1K ﹤0.01%
+45
362
$1K ﹤0.01%
+21
363
$1K ﹤0.01%
+30
364
$1K ﹤0.01%
+512
365
$1K ﹤0.01%
+6
366
$1K ﹤0.01%
+33
367
$1K ﹤0.01%
+24
368
$1K ﹤0.01%
+60
369
$1K ﹤0.01%
+36
370
$1K ﹤0.01%
+1
371
– –
0
372
$1K ﹤0.01%
+5
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15