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
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.28M
3
+$1.52M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.01M

Top Sells

1
+$912K
2
+$873K
3
+$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.12%
17,206
52
$337K 0.12%
2,665
+75
53
$327K 0.11%
10,462
-119
54
$322K 0.11%
3,000
55
$309K 0.11%
3,454
-76
56
$287K 0.1%
1,179
+10
57
$283K 0.1%
11,162
-3,513
58
$275K 0.09%
10,705
-2,885
59
$270K 0.09%
4,163
60
$266K 0.09%
3,840
61
$261K 0.09%
1,777
-12
62
$251K 0.09%
+3,716
63
$248K 0.08%
3,108
-330
64
$240K 0.08%
2,030
-30
65
$234K 0.08%
5,649
+81
66
$232K 0.08%
4,840
67
$224K 0.08%
1,008
68
$221K 0.08%
4,678
-41
69
$221K 0.08%
8,942
-3,134
70
$212K 0.07%
3,046
71
$210K 0.07%
1,767
72
$210K 0.07%
3,048
-23
73
$188K 0.06%
592
74
$182K 0.06%
6,792
-2,058
75
$175K 0.06%
1,900
-50
1 2
3
4 5