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
$646M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$6.12M
3
+$5.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1
+$50M
2
+$496K
3
+$315K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$59K
5
AEP icon
American Electric Power
AEP
+$42.1K

Sector Composition

1 Financials 0.14%
2 Technology 0.14%
3 Communication Services 0.05%
4 Industrials 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$351K 0.05%
2,674
+1,493
27
$307K 0.05%
1,041
+66
28
$260K 0.04%
1,016
29
$240K 0.04%
50
-10,412
30
$238K 0.04%
500
31
$223K 0.03%
1,738
32
$214K 0.03%
1,210
33
$211K 0.03%
2,400
34
$199K 0.03%
3,280
+1,029
35
$182K 0.03%
5,532
36
$169K 0.03%
696
37
$152K 0.02%
1,000
38
$111K 0.02%
1,500
39
$103K 0.02%
703
40
$92K 0.01%
1,455
41
$85K 0.01%
400
42
$79K 0.01%
1,159
-386
43
$79K 0.01%
358
-52
44
$78K 0.01%
982
45
$74K 0.01%
+1,177
46
$69K 0.01%
+250
47
$69K 0.01%
1,234
48
$62K 0.01%
540
49
$62K 0.01%
275
50
$58K 0.01%
550
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