FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+5.89%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$778M
AUM Growth
+$47.6M
(+6.5%)
Cap. Flow
+$6.2M
Cap. Flow
% of AUM
0.8%
Top 10 Holdings %
Top 10 Hldgs %
82.49%
Holding
39
New
2
Increased
13
Reduced
14
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.91M |
| 2 |
Invesco QQQ Trust
QQQ
|
$1.69M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.39M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.11M |
| 5 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$932K |
Top Sells
Sector Composition
| 1 | Technology | 0.08% |
| 2 | Financials | 0.08% |
| 3 | Communication Services | 0.03% |
