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
$495M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$5.77M
3
+$5.53M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$5.28M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.46M

Top Sells

1
+$1.46M
2
+$851K
3
+$791K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$442K
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$407K

Sector Composition

1 Technology 0.23%
2 Financials 0.16%
3 Communication Services 0.07%
4 Industrials 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K ﹤0.01%
200
77
$12K ﹤0.01%
37
-15
78
$11K ﹤0.01%
131
79
$10K ﹤0.01%
495
80
$10K ﹤0.01%
371
+26
81
$9K ﹤0.01%
115
82
$8K ﹤0.01%
164
-86
83
$7K ﹤0.01%
205
84
$7K ﹤0.01%
50
+25
85
$5K ﹤0.01%
232
86
$5K ﹤0.01%
88
+2
87
$5K ﹤0.01%
105
+7
88
$5K ﹤0.01%
50
-20
89
$3K ﹤0.01%
140
90
$3K ﹤0.01%
25
-258
91
$3K ﹤0.01%
235
92
$3K ﹤0.01%
750
93
$2K ﹤0.01%
6
-11
94
$2K ﹤0.01%
20
95
$2K ﹤0.01%
50
96
$2K ﹤0.01%
14
97
$2K ﹤0.01%
30
98
$2K ﹤0.01%
685
99
$1K ﹤0.01%
6
100
$1K ﹤0.01%
5
1 2 3
4
5