FFW

Fusion Family Wealth Portfolio holdings

AUM $1.18B
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
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
26
$989K 0.58%
+38,680
27
$935K 0.55%
+13,670
28
$932K 0.55%
+13,891
29
$713K 0.42%
+21,330
30
$694K 0.41%
+8,032
31
$597K 0.35%
+20,911
32
$592K 0.35%
+3,518
33
$575K 0.34%
+4,543
34
$554K 0.33%
+7,179
35
$499K 0.29%
+4,654
36
$482K 0.28%
+4,486
37
$465K 0.27%
+17,989
38
$459K 0.27%
+2,846
39
$453K 0.27%
+5,310
40
$452K 0.27%
+17,877
41
$449K 0.26%
+3,988
42
$441K 0.26%
+9,680
43
$420K 0.25%
+2,900
44
$412K 0.24%
+1,821
45
$385K 0.23%
+4,604
46
$377K 0.22%
+12,536
47
$373K 0.22%
+15,350
48
$353K 0.21%
+5,366
49
$345K 0.2%
+2,050
50
$341K 0.2%
+5,510
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