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
$646M
AUM Growth
+$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$8.34M
2 +$6.12M
3 +$5.64M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.88M
5
VB icon
Vanguard Small-Cap ETF
VB
+$2.73M

Top Sells

1 +$50M
2 +$496K
3 +$315K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$59K
5
AEP icon
American Electric Power
AEP
+$42.1K

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