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
$377M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.38M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.12M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.07M

Top Sells

1
+$25.4M
2
+$2.45M
3
+$849K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$622K
5
DIS icon
Walt Disney
DIS
+$528K

Sector Composition

1 Financials 0.21%
2 Technology 0.15%
3 Communication Services 0.1%
4 Healthcare 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$34K 0.01%
650
-624
77
$32K 0.01%
1,229
78
$30K 0.01%
176
+79
79
$28K 0.01%
1,000
80
$27K 0.01%
430
81
$27K 0.01%
293
+183
82
$27K 0.01%
382
83
$26K 0.01%
250
84
$24K 0.01%
171
-180
85
$24K 0.01%
510
86
$24K 0.01%
932
-1,371
87
$23K 0.01%
450
88
$22K 0.01%
95
+31
89
$22K 0.01%
171
+146
90
$20K 0.01%
95
-1,629
91
$20K 0.01%
515
92
$19K 0.01%
261
93
$18K ﹤0.01%
299
-1,402
94
$17K ﹤0.01%
595
+194
95
$16K ﹤0.01%
318
-9,518
96
$14K ﹤0.01%
495
97
$13K ﹤0.01%
890
-650
98
$12K ﹤0.01%
129
99
$12K ﹤0.01%
97
100
$11K ﹤0.01%
131
2 3
4
5 6