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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$172K 0.06%
3,476
-1,202
52
$172K 0.06%
3,711
53
$169K 0.06%
6,042
-750
54
$169K 0.06%
1,392
-638
55
$167K 0.06%
2,262
-784
56
$162K 0.05%
3,100
57
$145K 0.05%
4,356
-357
58
$143K 0.05%
4,203
-309
59
$142K 0.05%
9,445
+1,215
60
$141K 0.05%
2,860
-1,980
61
$128K 0.04%
1,370
-530
62
$126K 0.04%
1,515
-25
63
$124K 0.04%
676
-2,350
64
$121K 0.04%
819
65
$121K 0.04%
1,780
66
$105K 0.04%
1,100
-6,512
67
$82K 0.03%
690
68
$80K 0.03%
314
+110
69
$80K 0.03%
2,387
-266
70
$77K 0.03%
600
71
$76K 0.03%
2,264
-8,198
72
$74K 0.03%
1,910
-1,600
73
$74K 0.03%
1,275
74
$70K 0.02%
1,423
+691
75
$68K 0.02%
1,300
1 2
3
4 5