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
$495M
AUM Growth
+$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
112
New
Increased
Reduced
Closed

Top Buys

1
+$7.15M
2
+$5.77M
3
+$5.53M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$5.28M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$4.46M

Top Sells

1
+$1.46M
2
+$851K
3
+$791K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$442K
5
IBMK
iShares iBonds Dec 2022 Term Muni Bond ETF
IBMK
+$407K

Sector Composition

1 Technology 0.23%
2 Financials 0.16%
3 Communication Services 0.07%
4 Industrials 0.05%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
18
102
$1K ﹤0.01%
45
+23
103
$1K ﹤0.01%
45
104
– –
-600
105
– –
-48
106
– –
-450
107
– –
-88
108
– –
-700
109
– –
-200
110
– –
-15,394
111
– –
-15,669
1 2 3 4
5