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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$36K 0.01%
+1,644
102
$36K 0.01%
488
-2,560
103
$36K 0.01%
440
-7,431
104
$35K 0.01%
869
105
$34K 0.01%
700
106
$33K 0.01%
200
-25
107
$33K 0.01%
288
-200
108
$33K 0.01%
1,344
-7,598
109
$33K 0.01%
1,295
-9,867
110
$32K 0.01%
884
-1,600
111
$31K 0.01%
1,200
112
$31K 0.01%
243
-35
113
$31K 0.01%
562
114
$31K 0.01%
1,229
+582
115
$30K 0.01%
280
116
$30K 0.01%
800
-1,180
117
$30K 0.01%
219
118
$29K 0.01%
600
119
$29K 0.01%
1,000
120
$27K 0.01%
+335
121
$27K 0.01%
510
122
$27K 0.01%
695
+678
123
$26K 0.01%
664
-51
124
$26K 0.01%
108
-900
125
$26K 0.01%
155
3 4
5
6 7