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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65K 0.02%
3,438
102
$65K 0.02%
996
-787
103
$64K 0.02%
1,375
+725
104
$63K 0.02%
468
105
$62K 0.02%
1,275
106
$61K 0.02%
1,372
107
$58K 0.02%
415
+140
108
$58K 0.02%
378
109
$51K 0.02%
2,079
-559
110
$51K 0.02%
606
-190
111
$51K 0.02%
536
112
$50K 0.01%
88
113
$49K 0.01%
1,644
114
$47K 0.01%
750
115
$46K 0.01%
1,545
116
$46K 0.01%
800
117
$45K 0.01%
1,890
118
$42K 0.01%
583
+33
119
$40K 0.01%
209
120
$39K 0.01%
600
121
$38K 0.01%
316
-61
122
$38K 0.01%
408
123
$36K 0.01%
375
124
$35K 0.01%
164
125
$35K 0.01%
580
3 4
5
6 7