FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+18.32%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$424M
AUM Growth
+$424M
(+14%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-3.51%
Top 10 Holdings %
Top 10 Hldgs %
84.04%
Holding
126
New
–
Increased
15
Reduced
35
Closed
15
Top Buys
Top Sells
| 1 |
Columbia Emerging Markets Consumer ETF
ECON
|
$24.1M |
| 2 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$16.7M |
| 3 |
Invesco QQQ Trust
QQQ
|
$4.96M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.68M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$4.2M |
Sector Composition
| 1 | Technology | 0.22% |
| 2 | Financials | 0.17% |
| 3 | Communication Services | 0.09% |
| 4 | Healthcare | 0.06% |
| 5 | Industrials | 0.05% |
