FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$362M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$3.33M
2
+$2.38M
3
+$2.25M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.23M
5
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$2.01M

Top Sells

1
+$4.28M
2
+$2.06M
3
+$1.91M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$988K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$909K

Sector Composition

1 Financials 0.2%
2 Technology 0.13%
3 Communication Services 0.08%
4 Healthcare 0.08%
5 Energy 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$106K 0.03%
5,134
-5,602
52
$101K 0.03%
2,984
-24
53
$85K 0.02%
1,043
-14
54
$83K 0.02%
1,250
55
$80K 0.02%
1,983
-668
56
$79K 0.02%
641
-284
57
$69K 0.02%
790
-1,011
58
$65K 0.02%
415
59
$65K 0.02%
685
-732
60
$64K 0.02%
88
61
$62K 0.02%
400
-632
62
$54K 0.01%
550
-497
63
$54K 0.01%
1,545
64
$52K 0.01%
975
-300
65
$49K 0.01%
257
-148
66
$47K 0.01%
310
-158
67
$46K 0.01%
505
-101
68
$43K 0.01%
600
69
$42K 0.01%
375
70
$38K 0.01%
700
71
$38K 0.01%
580
72
$38K 0.01%
500
73
$37K 0.01%
770
-505
74
$37K 0.01%
306
-10
75
$37K 0.01%
301
1 2
3
4 5