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
$424M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.5M
3
+$11.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.99M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.76M

Top Sells

1
+$24.1M
2
+$16.7M
3
+$4.96M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.2M

Sector Composition

1 Technology 0.22%
2 Financials 0.17%
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
$49K 0.01%
650
52
$47K 0.01%
275
-140
53
$46K 0.01%
600
54
$45K 0.01%
150
55
$44K 0.01%
550
56
$44K 0.01%
310
57
$42K 0.01%
370
-204
58
$40K 0.01%
1,090
-106
59
$39K 0.01%
700
60
$37K 0.01%
283
+25
61
$33K 0.01%
500
62
$31K 0.01%
430
63
$31K 0.01%
290
64
$28K 0.01%
356
65
$26K 0.01%
510
66
$24K 0.01%
146
67
$24K 0.01%
515
68
$23K 0.01%
1,000
69
$22K 0.01%
226
+123
70
$22K 0.01%
280
-18
71
$22K 0.01%
382
72
$19K ﹤0.01%
672
-7
73
$18K ﹤0.01%
250
74
$15K ﹤0.01%
451
+88
75
$15K ﹤0.01%
52
-15
1 2
3
4 5