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
351
$1K ﹤0.01%
+28
352
$1K ﹤0.01%
+64
353
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+8
354
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+42
355
– –
0
356
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+3
357
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+18
358
$1K ﹤0.01%
+5
359
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+10
360
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+6
361
$1K ﹤0.01%
+55
362
$1K ﹤0.01%
+17
363
$1K ﹤0.01%
+60
364
$1K ﹤0.01%
+45
365
$1K ﹤0.01%
+21
366
$1K ﹤0.01%
+30
367
$1K ﹤0.01%
+512
368
$1K ﹤0.01%
+24
369
$1K ﹤0.01%
+60
370
$1K ﹤0.01%
+36
371
$1K ﹤0.01%
+1
372
– –
0
373
$1K ﹤0.01%
+5
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15