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
$668M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$703K
2
+$664K
3
+$537K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$365K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$325K

Top Sells

1
+$2.65M
2
+$1.49M
3
+$1.44M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.4M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.29M

Sector Composition

1 Financials 0.07%
2 Communication Services 0.05%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
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