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
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$15.6M
3
+$12.1M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$7.53M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.69%
2 Technology 1.55%
3 Communication Services 1.08%
4 Consumer Discretionary 1%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$339K 0.2%
+17,206
52
$334K 0.2%
+10,506
53
$331K 0.19%
+1,358
54
$326K 0.19%
+7,196
55
$324K 0.19%
+7,387
56
$314K 0.18%
+8,517
57
$314K 0.18%
+3,000
58
$307K 0.18%
+8,844
59
$300K 0.18%
+1,319
60
$299K 0.18%
+14,487
61
$268K 0.16%
+3,025
62
$255K 0.15%
+6,280
63
$234K 0.14%
+2,060
64
$231K 0.14%
+5,320
65
$231K 0.14%
+3,698
66
$221K 0.13%
+5,810
67
$187K 0.11%
+615
68
$174K 0.1%
+1,476
69
$173K 0.1%
+1,477
70
$169K 0.1%
+2,367
71
$167K 0.1%
+4,200
72
$167K 0.1%
+2,177
73
$166K 0.1%
+3,155
74
$160K 0.09%
+1,377
75
$150K 0.09%
+3,720
1 2
3
4 5