FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+0.34%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$170M
AUM Growth
–
Cap. Flow
+$170M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
58.21%
Holding
386
New
384
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Revenue ETF
RWL
|
$23.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$15.6M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$12.1M |
| 4 |
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
|
$7.53M |
| 5 |
Columbia Emerging Markets Consumer ETF
ECON
|
$7.15M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 2.69% |
| 2 | Technology | 1.55% |
| 3 | Communication Services | 1.08% |
| 4 | Consumer Discretionary | 1% |
| 5 | Healthcare | 0.99% |
