FFW

Fusion Family Wealth Portfolio holdings

AUM $1.32B
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.18B
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$3.51M
3
+$2.19M
4
BSCS icon
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
+$1.72M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M

Top Sells

1
+$7.48M
2
+$5.59M
3
+$3.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.11M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.02M

Sector Composition

1 Technology 0.15%
2 Financials 0.1%
3 Communication Services 0.09%
4 Industrials 0.05%
5 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$810K 0.07%
14,891
27
$627K 0.05%
4,720
+54
28
$608K 0.05%
824
29
$604K 0.05%
17,498
30
$591K 0.05%
1,216
31
$513K 0.04%
1,031
32
$432K 0.04%
3,290
33
$431K 0.04%
2,443
34
$423K 0.04%
997
35
$397K 0.03%
5,000
36
$366K 0.03%
2,884
37
$355K 0.03%
2,007
-527
38
$338K 0.03%
602
39
$337K 0.03%
7,913
40
$301K 0.03%
4,142
41
$283K 0.02%
500
42
$282K 0.02%
973
+1
43
$273K 0.02%
+2,766
44
$249K 0.02%
2,609
45
$246K 0.02%
4,706
46
$230K 0.02%
+893
47
$207K 0.02%
+942
1
2