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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 0.57%
64,536
-429
27
$1.5M 0.51%
57,648
+7,242
28
$1.48M 0.5%
58,065
+876
29
$1.2M 0.41%
39,043
-30,893
30
$590K 0.2%
8,435
-1,198
31
$524K 0.18%
7,658
-40
32
$478K 0.16%
6,442
-1,794
33
$461K 0.16%
1,836
-64
34
$420K 0.14%
7,970
-1,011
35
$417K 0.14%
19,765
+17,314
36
$410K 0.14%
3,088
+423
37
$365K 0.12%
+17,562
38
$356K 0.12%
9,945
-985
39
$355K 0.12%
7,436
-3,900
40
$322K 0.11%
3,360
-94
41
$276K 0.09%
3,840
42
$263K 0.09%
5,874
+225
43
$258K 0.09%
1,019
-160
44
$252K 0.09%
3,679
-484
45
$242K 0.08%
3,033
-75
46
$222K 0.08%
1,299
-2,387
47
$221K 0.07%
1,767
48
$218K 0.07%
2,183
+414
49
$193K 0.07%
592
50
$181K 0.06%
6,124
+4,751
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