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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.35%
20,007
+13,389
27
$912K 0.27%
4,466
28
$845K 0.25%
10,251
-1,003
29
$827K 0.24%
8,475
-159
30
$793K 0.23%
27,149
+26,670
31
$671K 0.2%
25,369
+25,151
32
$657K 0.19%
30,511
33
$624K 0.18%
2,518
34
$580K 0.17%
7,720
-2,900
35
$564K 0.17%
14,430
+8,569
36
$519K 0.15%
7,607
-184
37
$510K 0.15%
20,061
+2,122
38
$493K 0.14%
3,762
-29
39
$468K 0.14%
4,272
+1
40
$453K 0.13%
13,987
+13,865
41
$451K 0.13%
2,050
42
$428K 0.13%
9,875
+900
43
$421K 0.12%
10,495
-36,858
44
$420K 0.12%
16,556
-393
45
$409K 0.12%
4,031
+362
46
$403K 0.12%
3,003
-85
47
$398K 0.12%
4,325
+26
48
$395K 0.12%
1,581
-380
49
$363K 0.11%
45,000
50
$347K 0.1%
16,486
-7,533
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