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
$424M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.5M
3
+$11.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.99M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.76M

Top Sells

1
+$24.1M
2
+$16.7M
3
+$4.96M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.68M
5
VOO icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K ﹤0.01%
97
77
$11K ﹤0.01%
271
-1,503
78
$11K ﹤0.01%
131
79
$10K ﹤0.01%
250
-1,054
80
$10K ﹤0.01%
495
81
$10K ﹤0.01%
200
82
$10K ﹤0.01%
345
+32
83
$9K ﹤0.01%
148
84
$9K ﹤0.01%
115
85
$7K ﹤0.01%
205
86
$6K ﹤0.01%
30
87
$6K ﹤0.01%
450
88
$6K ﹤0.01%
70
-20
89
$5K ﹤0.01%
17
-10
90
$5K ﹤0.01%
48
91
$5K ﹤0.01%
58
92
$5K ﹤0.01%
86
+2
93
$5K ﹤0.01%
35
94
$4K ﹤0.01%
232
95
$4K ﹤0.01%
98
+5
96
$4K ﹤0.01%
200
97
$3K ﹤0.01%
235
-655
98
$3K ﹤0.01%
25
99
$3K ﹤0.01%
750
100
$2K ﹤0.01%
20
1 2 3
4
5