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
$402M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.17M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.09M

Top Sells

1
+$417K
2
+$331K
3
+$238K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$183K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$174K

Sector Composition

1 Technology 0.87%
2 Financials 0.67%
3 Communication Services 0.43%
4 Energy 0.18%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$738K 0.18%
7,919
-1,224
27
$666K 0.17%
10,136
-155
28
$666K 0.17%
3,453
+1,893
29
$596K 0.15%
4,268
+4,220
30
$585K 0.15%
7,635
+6,021
31
$538K 0.13%
9,836
+9,605
32
$491K 0.12%
3,003
33
$471K 0.12%
4,299
+4,190
34
$457K 0.11%
1,559
35
$353K 0.09%
1,724
+1,629
36
$325K 0.08%
15,425
+3,567
37
$319K 0.08%
1,204
38
$309K 0.08%
3,840
39
$294K 0.07%
6,842
40
$263K 0.07%
1,992
+1,900
41
$236K 0.06%
4,630
42
$200K 0.05%
564
43
$200K 0.05%
1,802
-91
44
$195K 0.05%
3,600
+3,560
45
$190K 0.05%
3,035
-6,666
46
$177K 0.04%
1,210
47
$166K 0.04%
3,060
+3,020
48
$166K 0.04%
955
+555
49
$156K 0.04%
1,790
+1,000
50
$155K 0.04%
7,304
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