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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.34%
53,229
-11,307
27
$1.35M 0.34%
53,408
-12,032
28
$1.32M 0.33%
31,132
+30,020
29
$941K 0.23%
8,799
+7,699
30
$850K 0.21%
+7,250
31
$839K 0.21%
+30,511
32
$723K 0.18%
23,746
-72,058
33
$687K 0.17%
3,892
+2,593
34
$665K 0.17%
+3,518
35
$655K 0.16%
7,825
+7,385
36
$620K 0.15%
3,128
+2,452
37
$589K 0.15%
+2,900
38
$541K 0.14%
7,698
+40
39
$515K 0.13%
20,583
-52,227
40
$481K 0.12%
1,802
-34
41
$453K 0.11%
6,215
-2,220
42
$450K 0.11%
5,860
-582
43
$449K 0.11%
+4,172
44
$438K 0.11%
7,996
+26
45
$434K 0.11%
3,088
46
$428K 0.11%
+2,050
47
$395K 0.1%
4,297
+4,293
48
$381K 0.1%
9,939
+7,675
49
$375K 0.09%
+4,976
50
$346K 0.09%
1,358
+1,250
1
2
3 4 5