FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+10.52%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$362M
AUM Growth
+$21.8M
(+6.4%)
Cap. Flow
-$12.4M
Cap. Flow
% of AUM
-3.41%
Top 10 Holdings %
Top 10 Hldgs %
77%
Holding
261
New
3
Increased
12
Reduced
78
Closed
106
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.33M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.38M |
| 3 |
Columbia Emerging Markets Consumer ETF
ECON
|
$2.25M |
| 4 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$2.23M |
| 5 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
$2.01M |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$4.28M |
| 2 |
Apple
AAPL
|
$2.06M |
| 3 |
Invesco BuyBack Achievers ETF
PKW
|
$1.91M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$988K |
| 5 |
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% |
