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
$377M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.38M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.12M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.07M

Top Sells

1
+$25.4M
2
+$2.45M
3
+$849K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$622K
5
DIS icon
Walt Disney
DIS
+$528K

Sector Composition

1 Financials 0.21%
2 Technology 0.15%
3 Communication Services 0.1%
4 Healthcare 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11K ﹤0.01%
450
102
$11K ﹤0.01%
148
103
$11K ﹤0.01%
327
+106
104
$10K ﹤0.01%
115
105
$9K ﹤0.01%
200
106
$8K ﹤0.01%
103
-107
107
$8K ﹤0.01%
269
+87
108
$8K ﹤0.01%
92
-328
109
$7K ﹤0.01%
151
110
$7K ﹤0.01%
200
111
$7K ﹤0.01%
450
-165
112
$6K ﹤0.01%
30
113
$6K ﹤0.01%
48
-4,220
114
$5K ﹤0.01%
232
115
$5K ﹤0.01%
58
116
$5K ﹤0.01%
+140
117
$5K ﹤0.01%
35
118
$5K ﹤0.01%
139
119
$4K ﹤0.01%
76
+24
120
$4K ﹤0.01%
77
+26
121
$4K ﹤0.01%
+750
122
$3K ﹤0.01%
50
-212
123
$3K ﹤0.01%
+14
124
$2K ﹤0.01%
100
125
$2K ﹤0.01%
20
3 4
5
6 7