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
$566M
AUM Growth
+$70.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.69M
2 +$1.54M
3 +$870K
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$306K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$269K

Top Sells

1 +$1.41M
2 +$1.3M
3 +$983K
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$730K
5
VV icon
Vanguard Large-Cap ETF
VV
+$700K

Sector Composition

1 Technology 0.23%
2 Financials 0.16%
3 Communication Services 0.05%
4 Industrials 0.04%
5 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-97
102
-500
103
-46,312