FFW

Fusion Family Wealth Portfolio holdings

AUM $1.32B
1-Year Est. Return 17.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$646M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$6.09M
3
+$5.35M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.94M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.68M

Top Sells

1
+$446K
2
+$330K
3
+$309K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$56.9K
5
AEP icon
American Electric Power
AEP
+$40.3K

Sector Composition

1 Financials 0.14%
2 Technology 0.14%
3 Communication Services 0.05%
4 Industrials 0.03%
5 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
5
102
$1K ﹤0.01%
+25
103
$1K ﹤0.01%
22
104
$1K ﹤0.01%
45
105
– –
-685
1 2 3 4
5