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
$668M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1
+$707K
2
+$647K
3
+$524K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$358K
5
SPEU icon
State Street SPDR Portfolio Europe ETF
SPEU
+$325K

Top Sells

1
+$2.61M
2
+$1.51M
3
+$1.45M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.37M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.31M

Sector Composition

1 Financials 0.07%
2 Communication Services 0.05%
3 Consumer Staples 0%
4 Energy 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-150
102
– –
-30
103
– –
-750
104
– –
-1,234
105
– –
-22
106
– –
-45
107
– –
-750
108
– –
-325
1 2 3 4
5