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
$1.09B
AUM Growth
+$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.6M
2
+$5.56M
3
+$5.45M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.83M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.43M

Top Sells

1
+$78K
2
+$8.44K
3
+$7.67K
4
VV icon
Vanguard Large-Cap ETF
VV
+$6.85K
5
VTV icon
Vanguard Value ETF
VTV
+$5.24K

Sector Composition

1 Technology 0.13%
2 Financials 0.08%
3 Communication Services 0.08%
4 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$707K 0.07%
11,351
-123
27
$617K 0.06%
4,565
+3
28
$560K 0.05%
1,216
29
$518K 0.05%
17,123
+500
30
$461K 0.04%
2,640
-30
31
$429K 0.04%
749
+108
32
$422K 0.04%
3,290
33
$405K 0.04%
2,443
+83
34
$383K 0.04%
891
+234
35
$374K 0.03%
3,111
36
$374K 0.03%
997
37
$371K 0.03%
5,000
38
$358K 0.03%
7,860
+54
39
$297K 0.03%
602
40
$285K 0.03%
500
41
$272K 0.03%
4,023
42
$249K 0.02%
4,706
43
$216K 0.02%
2,609
1
2