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
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.44M
3
+$3.29M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.6M

Top Sells

1
+$419M
2
+$120M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.88M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.15M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$129K 0.03%
1,783
-1,731
77
$127K 0.03%
1,417
78
$124K 0.03%
2,426
79
$116K 0.03%
2,100
-340
80
$113K 0.03%
924
+2
81
$111K 0.03%
5,602
-888
82
$110K 0.03%
2,133
-3,728
83
$108K 0.03%
2,590
84
$108K 0.03%
480
85
$105K 0.03%
378
+77
86
$101K 0.03%
1,575
+662
87
$95K 0.03%
1,254
-1,664
88
$92K 0.02%
1,043
89
$91K 0.02%
1,709
90
$88K 0.02%
567
91
$87K 0.02%
7,250
92
$85K 0.02%
3,438
93
$85K 0.02%
1,026
94
$79K 0.02%
1,275
95
$79K 0.02%
468
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96
$78K 0.02%
796
-713
97
$76K 0.02%
214
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98
$73K 0.02%
1,040
+398
99
$72K 0.02%
1,275
100
$65K 0.02%
1,372
-40
2 3
4
5 6