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
$566M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.54M
3
+$870K
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$306K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$269K

Top Sells

1
+$1.41M
2
+$1.3M
3
+$983K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$730K
5
VV icon
Vanguard Large-Cap ETF
VV
+$700K

Sector Composition

1 Technology 0.23%
2 Financials 0.16%
3 Communication Services 0.05%
4 Industrials 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11K ﹤0.01%
131
77
$10K ﹤0.01%
115
78
$8K ﹤0.01%
30
-30
79
$8K ﹤0.01%
205
80
$6K ﹤0.01%
164
81
$6K ﹤0.01%
140
82
$6K ﹤0.01%
88
83
$6K ﹤0.01%
105
84
$6K ﹤0.01%
50
85
$5K ﹤0.01%
232
86
$5K ﹤0.01%
750
87
$4K ﹤0.01%
235
88
$4K ﹤0.01%
25
-25
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$3K ﹤0.01%
50
90
$3K ﹤0.01%
30
91
$2K ﹤0.01%
20
92
$2K ﹤0.01%
14
93
$1K ﹤0.01%
6
94
$1K ﹤0.01%
6
95
$1K ﹤0.01%
5
96
$1K ﹤0.01%
18
97
$1K ﹤0.01%
22
-23
98
$1K ﹤0.01%
45
99
$1K ﹤0.01%
685
100
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-25
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4
5