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
$424M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.5M
3
+$11.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.99M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.76M

Top Sells

1
+$24.1M
2
+$16.7M
3
+$4.96M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.2M

Sector Composition

1 Technology 0.22%
2 Financials 0.17%
3 Communication Services 0.09%
4 Healthcare 0.06%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$399K 0.09%
15,669
-149,030
27
$356K 0.08%
1,204
28
$349K 0.08%
1,535
29
$281K 0.07%
3,840
30
$206K 0.05%
1,210
31
$181K 0.04%
1,016
32
$162K 0.04%
500
-64
33
$161K 0.04%
2,400
34
$133K 0.03%
5,532
35
$124K 0.03%
1,248
-344
36
$122K 0.03%
1,300
37
$114K 0.03%
1,303
-2,495
38
$109K 0.03%
2,291
-1,234
39
$95K 0.02%
496
-412
40
$86K 0.02%
1,455
41
$80K 0.02%
1,500
-88
42
$77K 0.02%
400
43
$71K 0.02%
88
44
$68K 0.02%
1,545
45
$66K 0.02%
1,467
46
$64K 0.02%
257
47
$60K 0.01%
982
48
$54K 0.01%
1,739
49
$51K 0.01%
375
50
$49K 0.01%
550
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