FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Fund
S&P 500
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
351
$1K ﹤0.01%
+10
352
$1K ﹤0.01%
+6
353
$1K ﹤0.01%
+55
354
$1K ﹤0.01%
+17
355
$1K ﹤0.01%
+60
356
$1K ﹤0.01%
+45
357
$1K ﹤0.01%
+21
358
$1K ﹤0.01%
+30
359
$1K ﹤0.01%
+6
360
$1K ﹤0.01%
+33
361
$1K ﹤0.01%
+24
362
$1K ﹤0.01%
+60
363
$1K ﹤0.01%
+36
364
$1K ﹤0.01%
+1
365
– –
0
366
$1K ﹤0.01%
+5
367
$1K ﹤0.01%
+28
368
$1K ﹤0.01%
+64
369
$1K ﹤0.01%
+512
370
$1K ﹤0.01%
+11
371
$1K ﹤0.01%
+20
372
$1K ﹤0.01%
+8
373
$1K ﹤0.01%
+40
11 12 13 14
15