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
$566M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.54M
3
+$870K
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$306K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$269K

Top Sells

1
+$1.41M
2
+$1.3M
3
+$983K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$730K
5
VV icon
Vanguard Large-Cap ETF
VV
+$700K

Sector Composition

1 Technology 0.23%
2 Financials 0.16%
3 Communication Services 0.05%
4 Industrials 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$51K 0.01%
1,234
52
$46K 0.01%
550
53
$43K 0.01%
989
54
$38K 0.01%
430
55
$37K 0.01%
290
56
$37K 0.01%
1,000
-54
57
$31K 0.01%
100
58
$31K 0.01%
510
59
$30K 0.01%
515
60
$30K 0.01%
325
-325
61
$29K 0.01%
150
62
$29K 0.01%
1,000
-200
63
$28K ﹤0.01%
382
64
$26K ﹤0.01%
146
65
$24K ﹤0.01%
280
66
$23K ﹤0.01%
536
67
$22K ﹤0.01%
663
68
$17K ﹤0.01%
250
69
$15K ﹤0.01%
57
-57
70
$14K ﹤0.01%
271
71
$13K ﹤0.01%
495
72
$13K ﹤0.01%
200
73
$13K ﹤0.01%
371
74
$13K ﹤0.01%
37
75
$11K ﹤0.01%
103
-210
1 2
3
4 5