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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$91K 0.02%
1,980
+1,180
102
$90K 0.02%
2,633
+1,252
103
$90K 0.02%
1,709
+286
104
$86K 0.02%
690
105
$85K 0.02%
2,387
106
$82K 0.02%
600
107
$78K 0.02%
1,275
+505
108
$77K 0.02%
+1,026
109
$75K 0.02%
1,275
110
$74K 0.02%
2,650
+225
111
$73K 0.02%
+1,043
112
$70K 0.02%
+480
113
$68K 0.02%
1,283
114
$68K 0.02%
1,545
115
$66K 0.02%
1,300
116
$66K 0.02%
+2,325
117
$64K 0.02%
513
+408
118
$64K 0.02%
426
119
$63K 0.02%
509
-883
120
$62K 0.02%
1,098
+906
121
$62K 0.02%
511
122
$61K 0.02%
585
+400
123
$59K 0.01%
+800
124
$58K 0.01%
800
125
$55K 0.01%
88
3 4
5
6 7