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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66K 0.02%
1,283
77
$66K 0.02%
426
78
$63K 0.02%
2,425
-225
79
$62K 0.02%
511
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80
$62K 0.02%
+800
81
$57K 0.02%
+536
82
$56K 0.02%
1,545
83
$55K 0.02%
88
84
$54K 0.02%
+600
85
$53K 0.02%
854
86
$51K 0.02%
435
-657
87
$51K 0.02%
+1,400
88
$50K 0.02%
465
-500
89
$49K 0.02%
770
-178
90
$48K 0.02%
956
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91
$47K 0.02%
1,381
-1,285
92
$45K 0.02%
611
93
$43K 0.01%
1,112
-31,884
94
$43K 0.01%
2,400
-4,535
95
$42K 0.01%
375
96
$42K 0.01%
400
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97
$42K 0.01%
650
98
$40K 0.01%
358
+75
99
$38K 0.01%
+275
100
$38K 0.01%
410
2 3
4
5 6