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
$402M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.17M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.09M

Top Sells

1
+$417K
2
+$331K
3
+$238K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$183K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$174K

Sector Composition

1 Technology 0.87%
2 Financials 0.67%
3 Communication Services 0.43%
4 Energy 0.18%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23K 0.01%
250
102
$20K 0.01%
515
103
$19K ﹤0.01%
261
104
$19K ﹤0.01%
626
+604
105
$16K ﹤0.01%
97
+82
106
$15K ﹤0.01%
210
+107
107
$15K ﹤0.01%
64
+58
108
$14K ﹤0.01%
1,000
109
$13K ﹤0.01%
310
+146
110
$13K ﹤0.01%
495
111
$13K ﹤0.01%
450
112
$13K ﹤0.01%
262
113
$12K ﹤0.01%
401
+42
114
$11K ﹤0.01%
148
115
$11K ﹤0.01%
129
116
$11K ﹤0.01%
110
+60
117
$11K ﹤0.01%
97
118
$10K ﹤0.01%
131
119
$10K ﹤0.01%
115
120
$9K ﹤0.01%
10
121
$9K ﹤0.01%
281
122
$9K ﹤0.01%
200
123
$9K ﹤0.01%
615
+165
124
$9K ﹤0.01%
37
125
$8K ﹤0.01%
200
3 4
5
6 7