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
$402M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.17M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.09M

Top Sells

1
+$417K
2
+$331K
3
+$238K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$183K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$174K

Sector Composition

1 Technology 0.87%
2 Financials 0.67%
3 Communication Services 0.43%
4 Energy 0.18%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$151K 0.04%
7,113
52
$146K 0.04%
2,400
53
$133K 0.03%
5,532
54
$131K 0.03%
1,417
+732
55
$116K 0.03%
936
+295
56
$115K 0.03%
2,067
57
$110K 0.03%
2,426
58
$110K 0.03%
702
-97
59
$109K 0.03%
5,134
60
$104K 0.03%
2,539
+556
61
$97K 0.02%
2,984
62
$97K 0.02%
1,701
+1,522
63
$94K 0.02%
2,103
-3,882
64
$86K 0.02%
982
-61
65
$84K 0.02%
405
+148
66
$80K 0.02%
1,250
67
$74K 0.02%
88
68
$68K 0.02%
415
69
$60K 0.01%
1,274
+624
70
$59K 0.01%
1,545
71
$59K 0.01%
2,303
-12,923
72
$58K 0.01%
1,275
+505
73
$55K 0.01%
550
74
$54K 0.01%
975
75
$48K 0.01%
310
1 2
3
4 5