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
$646M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$6.12M
3
+$5.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1
+$50M
2
+$496K
3
+$315K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$59K
5
AEP icon
American Electric Power
AEP
+$42.1K

Sector Composition

1 Financials 0.14%
2 Technology 0.14%
3 Communication Services 0.05%
4 Industrials 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$56K 0.01%
370
52
$53K 0.01%
150
53
$47K 0.01%
1,001
+12
54
$42K 0.01%
282
-93
55
$41K 0.01%
290
56
$39K 0.01%
430
57
$36K 0.01%
1,000
58
$32K 0.01%
382
59
$31K ﹤0.01%
95
-5
60
$31K ﹤0.01%
150
61
$31K ﹤0.01%
+200
62
$30K ﹤0.01%
356
-500
63
$30K ﹤0.01%
515
64
$30K ﹤0.01%
325
65
$26K ﹤0.01%
280
66
$26K ﹤0.01%
750
-250
67
$24K ﹤0.01%
669
+6
68
$23K ﹤0.01%
536
69
$23K ﹤0.01%
146
70
$23K ﹤0.01%
384
-126
71
$20K ﹤0.01%
250
72
$19K ﹤0.01%
+180
73
$17K ﹤0.01%
57
74
$15K ﹤0.01%
495
75
$15K ﹤0.01%
358
-13
1 2
3
4 5