FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.1M
3
+$3.24M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.16M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M

Top Sells

1
+$1.48M
2
+$1.14M
3
+$867K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$844K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$764K

Sector Composition

1 Financials 0.18%
2 Technology 0.14%
3 Communication Services 0.09%
4 Healthcare 0.06%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$21K 0.01%
298
-300
77
$21K 0.01%
1,000
78
$19K 0.01%
515
79
$19K 0.01%
382
80
$17K ﹤0.01%
67
+30
81
$16K ﹤0.01%
679
+84
82
$13K ﹤0.01%
250
83
$12K ﹤0.01%
890
84
$12K ﹤0.01%
97
85
$10K ﹤0.01%
131
86
$10K ﹤0.01%
363
+36
87
$9K ﹤0.01%
27
+21
88
$9K ﹤0.01%
495
89
$9K ﹤0.01%
160
-101
90
$9K ﹤0.01%
52
+37
91
$8K ﹤0.01%
129
92
$8K ﹤0.01%
103
93
$8K ﹤0.01%
200
94
$8K ﹤0.01%
115
95
$7K ﹤0.01%
148
96
$7K ﹤0.01%
205
-1,898
97
$7K ﹤0.01%
313
+44
98
$7K ﹤0.01%
92
99
$6K ﹤0.01%
146
+141
100
$6K ﹤0.01%
450
2 3
4
5 6