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
$424M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.5M
3
+$11.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.99M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.76M

Top Sells

1
+$24.1M
2
+$16.7M
3
+$4.96M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.68M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.2M

Sector Composition

1 Technology 0.22%
2 Financials 0.17%
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
$2K ﹤0.01%
50
102
$2K ﹤0.01%
140
103
$2K ﹤0.01%
14
104
$2K ﹤0.01%
30
-62
105
$2K ﹤0.01%
45
106
$2K ﹤0.01%
685
107
$1K ﹤0.01%
6
108
$1K ﹤0.01%
5
-141
109
$1K ﹤0.01%
18
110
$1K ﹤0.01%
22
111
– –
-5,134
112
– –
-160
113
– –
-129
114
– –
-50
115
– –
-75
116
– –
-756
117
– –
-25
118
– –
-975
119
– –
-580
120
– –
-139
121
– –
-1,229
122
– –
-10,230
123
– –
-52
124
– –
-10,291
125
– –
-102
1 2 3 4
5