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
$646M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.34M
2
+$6.12M
3
+$5.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1
+$50M
2
+$496K
3
+$315K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$59K
5
AEP icon
American Electric Power
AEP
+$42.1K

Sector Composition

1 Financials 0.14%
2 Technology 0.14%
3 Communication Services 0.05%
4 Industrials 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$14K ﹤0.01%
271
77
$14K ﹤0.01%
+45
78
$14K ﹤0.01%
37
79
$14K ﹤0.01%
750
80
$13K ﹤0.01%
200
81
$11K ﹤0.01%
103
82
$11K ﹤0.01%
131
83
$11K ﹤0.01%
115
84
$9K ﹤0.01%
164
85
$9K ﹤0.01%
205
86
$8K ﹤0.01%
30
87
$7K ﹤0.01%
140
88
$7K ﹤0.01%
88
89
$7K ﹤0.01%
102
-3
90
$6K ﹤0.01%
50
91
$5K ﹤0.01%
232
92
$5K ﹤0.01%
25
93
$4K ﹤0.01%
14
94
$4K ﹤0.01%
235
95
$3K ﹤0.01%
50
96
$3K ﹤0.01%
30
97
$2K ﹤0.01%
6
98
$2K ﹤0.01%
20
99
$2K ﹤0.01%
18
100
$1K ﹤0.01%
6
1 2 3
4
5