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
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.44M
3
+$3.29M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.6M

Top Sells

1
+$419M
2
+$120M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.88M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.15M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$64K 0.02%
29,000
+19,000
102
$60K 0.02%
2,638
-551
103
$58K 0.02%
282
104
$57K 0.02%
1,644
105
$56K 0.02%
1,180
-800
106
$55K 0.01%
1,545
107
$55K 0.01%
750
108
$54K 0.01%
536
109
$54K 0.01%
88
110
$54K 0.01%
650
111
$52K 0.01%
1,890
112
$51K 0.01%
800
113
$49K 0.01%
1,000
114
$49K 0.01%
+611
115
$48K 0.01%
408
116
$47K 0.01%
209
117
$46K 0.01%
650
118
$46K 0.01%
375
119
$45K 0.01%
3,130
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120
$44K 0.01%
275
121
$43K 0.01%
377
122
$43K 0.01%
1,500
123
$41K 0.01%
580
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124
$40K 0.01%
500
125
$39K 0.01%
400
+303
3 4
5
6 7