FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$373M
AUM Growth
-$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.1M
3
+$3.24M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$3.16M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.94M

Top Sells

1
+$1.48M
2
+$1.14M
3
+$867K
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$844K
5
IBMI
iShares iBonds Sep 2020 Term Muni Bond ETF
IBMI
+$764K

Sector Composition

1 Financials 0.18%
2 Technology 0.14%
3 Communication Services 0.09%
4 Healthcare 0.06%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$6K ﹤0.01%
90
+40
102
$5K ﹤0.01%
30
103
$5K ﹤0.01%
48
104
$5K ﹤0.01%
75
-410
105
$5K ﹤0.01%
35
106
$4K ﹤0.01%
58
107
$4K ﹤0.01%
84
+8
108
$4K ﹤0.01%
232
109
$4K ﹤0.01%
139
110
$3K ﹤0.01%
140
111
$3K ﹤0.01%
93
+16
112
$3K ﹤0.01%
200
113
$3K ﹤0.01%
685
114
$3K ﹤0.01%
102
-830
115
$2K ﹤0.01%
20
116
$2K ﹤0.01%
50
117
$2K ﹤0.01%
14
118
$2K ﹤0.01%
25
119
$2K ﹤0.01%
750
120
$1K ﹤0.01%
18
121
$1K ﹤0.01%
25
+19
122
$1K ﹤0.01%
6
123
$1K ﹤0.01%
50
124
$1K ﹤0.01%
22
125
$1K ﹤0.01%
45
2 3 4
5
6