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
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.28M
3
+$1.52M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.01M

Top Sells

1
+$912K
2
+$873K
3
+$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$94K 0.03%
1,956
102
$91K 0.03%
965
103
$85K 0.03%
2,484
-384
104
$85K 0.03%
2,666
-84
105
$84K 0.03%
2,653
+129
106
$80K 0.03%
690
107
$73K 0.03%
600
108
$70K 0.02%
1,275
109
$70K 0.02%
928
110
$67K 0.02%
1,980
111
$66K 0.02%
+2,325
112
$65K 0.02%
2,650
+350
113
$63K 0.02%
+1,283
114
$62K 0.02%
+426
115
$61K 0.02%
473
-2
116
$60K 0.02%
513
117
$59K 0.02%
670
118
$57K 0.02%
+1,043
119
$55K 0.02%
488
120
$54K 0.02%
1,300
121
$53K 0.02%
948
122
$52K 0.02%
1,545
123
$52K 0.02%
88
124
$51K 0.02%
2,451
125
$50K 0.02%
535
-105
3 4
5
6 7