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
$373M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.1M
3
+$3.24M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.16M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M

Top Sells

1
+$1.48M
2
+$1.14M
3
+$867K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$844K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$764K

Sector Composition

1 Financials 0.18%
2 Technology 0.14%
3 Communication Services 0.09%
4 Healthcare 0.06%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54K 0.01%
1,739
52
$53K 0.01%
982
53
$48K 0.01%
257
54
$45K 0.01%
1,304
+1,140
55
$45K 0.01%
1,545
56
$43K 0.01%
150
57
$42K 0.01%
975
58
$40K 0.01%
550
59
$40K 0.01%
550
60
$40K 0.01%
375
61
$39K 0.01%
600
62
$39K 0.01%
650
63
$37K 0.01%
756
-2,279
64
$36K 0.01%
1,196
+54
65
$35K 0.01%
310
66
$34K 0.01%
700
67
$32K 0.01%
580
68
$32K 0.01%
1,229
69
$31K 0.01%
258
70
$28K 0.01%
356
71
$28K 0.01%
290
72
$27K 0.01%
500
73
$25K 0.01%
430
74
$23K 0.01%
510
75
$22K 0.01%
146
1 2
3
4 5