FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+8.56%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$646M
AUM Growth
+$80.2M
(+14%)
Cap. Flow
-$14.6M
Cap. Flow
% of AUM
-2.26%
Top 10 Holdings %
Top 10 Hldgs %
85.62%
Holding
107
New
7
Increased
20
Reduced
17
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$8.34M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$6.12M |
| 3 |
Invesco S&P 500 Revenue ETF
RWL
|
$5.64M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.88M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.73M |
Top Sells
| 1 |
Columbia Emerging Markets Consumer ETF
ECON
|
$50M |
| 2 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$496K |
| 3 |
Apple
AAPL
|
$315K |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$59K |
| 5 |
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% |
