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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$322K 0.09%
3,000
52
$288K 0.08%
1,724
53
$282K 0.08%
4,746
-230
54
$281K 0.08%
13,929
55
$274K 0.08%
3,840
56
$261K 0.08%
4,415
57
$254K 0.07%
9,624
+9,546
58
$237K 0.07%
5,201
-740
59
$231K 0.07%
1,226
+22
60
$224K 0.07%
4,320
-720
61
$211K 0.06%
10,736
+5,134
62
$189K 0.06%
10,841
+1,150
63
$185K 0.05%
1,893
-141
64
$183K 0.05%
13,210
65
$181K 0.05%
3,460
+340
66
$180K 0.05%
1,654
67
$179K 0.05%
592
68
$178K 0.05%
1,380
-91
69
$175K 0.05%
8,437
-417
70
$148K 0.04%
6,861
+24
71
$145K 0.04%
1,521
-49
72
$138K 0.04%
514
+142
73
$136K 0.04%
1,032
+17
74
$135K 0.04%
4,200
75
$135K 0.04%
1,801
-60
1 2
3
4 5