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
$402M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.17M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.09M

Top Sells

1
+$417K
2
+$331K
3
+$238K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$183K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$174K

Sector Composition

1 Technology 0.87%
2 Financials 0.67%
3 Communication Services 0.43%
4 Energy 0.18%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$48K 0.01%
505
77
$47K 0.01%
351
+45
78
$44K 0.01%
600
79
$41K 0.01%
375
80
$41K 0.01%
509
+371
81
$40K 0.01%
150
82
$40K 0.01%
1,789
+1,500
83
$40K 0.01%
700
84
$40K 0.01%
500
85
$38K 0.01%
301
86
$38K 0.01%
580
87
$37K 0.01%
283
+25
88
$37K 0.01%
420
+328
89
$34K 0.01%
290
90
$32K 0.01%
1,229
91
$29K 0.01%
450
92
$28K 0.01%
532
+527
93
$28K 0.01%
1,000
94
$27K 0.01%
430
95
$27K 0.01%
791
+71
96
$27K 0.01%
300
97
$26K 0.01%
510
98
$26K 0.01%
382
99
$24K 0.01%
450
100
$23K 0.01%
1,540
2 3
4
5 6