FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+5.3%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$672M
AUM Growth
+$672M
(+0.97%)
Cap. Flow
-$28.3M
Cap. Flow
% of AUM
-4.21%
Top 10 Holdings %
Top 10 Hldgs %
87.75%
Holding
40
New
3
Increased
5
Reduced
21
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.5M |
| 2 |
Invesco S&P 500 Revenue ETF
RWL
|
$4.33M |
| 3 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$3.63M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.48M |
| 5 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
$2.58M |
Sector Composition
| 1 | Communication Services | 0.06% |
| 2 | Technology | 0.04% |
| 3 | Consumer Discretionary | 0.03% |
| 4 | Financials | 0% |
