FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+6.4%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$495M
AUM Growth
+$495M
(+17%)
Cap. Flow
+$44.7M
Cap. Flow
% of AUM
9.03%
Top 10 Holdings %
Top 10 Hldgs %
85.65%
Holding
112
New
1
Increased
30
Reduced
23
Closed
8
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.15M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.77M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$5.53M |
| 4 |
Invesco S&P 500 Revenue ETF
RWL
|
$5.28M |
| 5 |
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
|
$4.46M |
Top Sells
Sector Composition
| 1 | Technology | 0.23% |
| 2 | Financials | 0.16% |
| 3 | Communication Services | 0.07% |
| 4 | Industrials | 0.05% |
| 5 | Healthcare | 0.03% |
