FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
-19.93%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$373M
AUM Growth
-$61.3M
(-14%)
Cap. Flow
+$26.6M
Cap. Flow
% of AUM
7.13%
Top 10 Holdings %
Top 10 Hldgs %
77.06%
Holding
136
New
–
Increased
28
Reduced
24
Closed
10
Top Buys
| 1 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$4.78M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.1M |
| 3 |
Invesco S&P MidCap 400 Revenue ETF
RWK
|
$3.24M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
$3.16M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.94M |
Top Sells
Sector Composition
| 1 | Financials | 0.18% |
| 2 | Technology | 0.14% |
| 3 | Communication Services | 0.09% |
| 4 | Healthcare | 0.06% |
| 5 | Industrials | 0.05% |
