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
$377M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.38M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.12M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.07M

Top Sells

1
+$25.4M
2
+$2.45M
3
+$849K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$622K
5
DIS icon
Walt Disney
DIS
+$528K

Sector Composition

1 Financials 0.21%
2 Technology 0.15%
3 Communication Services 0.1%
4 Healthcare 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74K 0.02%
1,250
52
$69K 0.02%
400
-555
53
$68K 0.02%
415
54
$68K 0.02%
685
-732
55
$67K 0.02%
1,545
56
$65K 0.02%
550
-386
57
$62K 0.02%
88
58
$57K 0.02%
257
-148
59
$56K 0.01%
550
60
$56K 0.01%
598
-1,192
61
$52K 0.01%
975
62
$47K 0.01%
310
63
$46K 0.01%
1,022
+712
64
$45K 0.01%
600
65
$45K 0.01%
485
-20
66
$43K 0.01%
150
67
$40K 0.01%
1,142
+351
68
$40K 0.01%
500
69
$39K 0.01%
770
-505
70
$39K 0.01%
700
71
$38K 0.01%
580
72
$37K 0.01%
375
73
$35K 0.01%
290
74
$35K 0.01%
258
-25
75
$35K 0.01%
159
+122
1 2
3
4 5