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
$495M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$5.77M
3
+$5.53M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$5.28M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.46M

Top Sells

1
+$1.46M
2
+$851K
3
+$791K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$442K
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$407K

Sector Composition

1 Technology 0.23%
2 Financials 0.16%
3 Communication Services 0.07%
4 Industrials 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$44K 0.01%
370
52
$42K 0.01%
1,234
-233
53
$41K 0.01%
500
54
$40K 0.01%
550
55
$39K 0.01%
989
-101
56
$37K 0.01%
1,054
-685
57
$34K 0.01%
430
58
$33K 0.01%
290
59
$32K 0.01%
114
-143
60
$29K 0.01%
356
61
$29K 0.01%
1,200
+200
62
$28K 0.01%
+100
63
$28K 0.01%
510
64
$28K 0.01%
515
65
$27K 0.01%
313
+87
66
$26K 0.01%
146
67
$26K 0.01%
150
+115
68
$22K ﹤0.01%
280
69
$22K ﹤0.01%
382
70
$20K ﹤0.01%
536
+85
71
$19K ﹤0.01%
663
-9
72
$16K ﹤0.01%
97
73
$14K ﹤0.01%
60
+30
74
$13K ﹤0.01%
250
75
$12K ﹤0.01%
271
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3
4 5