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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$133K 0.04%
6,675
77
$132K 0.04%
1,210
78
$124K 0.04%
8,745
79
$124K 0.04%
2,400
80
$121K 0.04%
2,575
+1,395
81
$112K 0.03%
5,532
82
$110K 0.03%
2,651
+61
83
$109K 0.03%
4,708
84
$105K 0.03%
799
+232
85
$105K 0.03%
2,268
+168
86
$105K 0.03%
2,290
+2,263
87
$104K 0.03%
2,351
+2,329
88
$101K 0.03%
925
+1
89
$101K 0.03%
1,802
+93
90
$98K 0.03%
2,426
91
$94K 0.03%
1,047
-253
92
$91K 0.03%
1,417
93
$88K 0.03%
3,008
+2,210
94
$83K 0.02%
7,250
95
$72K 0.02%
1,250
-4
96
$71K 0.02%
1,057
+14
97
$70K 0.02%
405
+123
98
$68K 0.02%
1,026
99
$66K 0.02%
1,275
100
$66K 0.02%
1,040
2 3
4
5 6