FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
-13.84%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$698M
AUM Growth
+$698M
(-5.8%)
Cap. Flow
+$59.8M
Cap. Flow
% of AUM
8.56%
Top 10 Holdings %
Top 10 Hldgs %
89.35%
Holding
39
New
4
Increased
21
Reduced
5
Closed
4
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$30.6M |
| 2 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$28.6M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$12.6M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
$7.59M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$6.93M |
Top Sells
Sector Composition
| 1 | Technology | 0.08% |
| 2 | Financials | 0.05% |
| 3 | Communication Services | 0.04% |
