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
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$15.6M
3
+$12.1M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$7.53M
5
ECON icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$78K 0.05%
+928
102
$75K 0.04%
+2,414
103
$74K 0.04%
+1,525
104
$68K 0.04%
+32,000
105
$67K 0.04%
+4,335
106
$67K 0.04%
+240
107
$66K 0.04%
+1,128
108
$66K 0.04%
+2,000
109
$65K 0.04%
+611
110
$62K 0.04%
+2,547
111
$60K 0.04%
+3,380
112
$58K 0.03%
+269
113
$57K 0.03%
+675
114
$55K 0.03%
+630
115
$53K 0.03%
+1,009
116
$52K 0.03%
+513
117
$51K 0.03%
+903
118
$49K 0.03%
+670
119
$49K 0.03%
+744
120
$49K 0.03%
+919
121
$48K 0.03%
+781
122
$48K 0.03%
+418
123
$48K 0.03%
+475
124
$47K 0.03%
+743
125
$46K 0.03%
+670
3 4
5
6 7