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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25K 0.01%
+382
127
$23K 0.01%
905
128
$23K 0.01%
675
129
$22K 0.01%
380
-88
130
$18K 0.01%
+99
131
$17K 0.01%
185
-485
132
$17K 0.01%
+200
133
$17K 0.01%
340
-2,180
134
$17K 0.01%
200
-3
135
$16K 0.01%
1,000
136
$14K ﹤0.01%
300
-1,900
137
$14K ﹤0.01%
231
-424
138
$14K ﹤0.01%
200
-187
139
$13K ﹤0.01%
107
140
$13K ﹤0.01%
618
141
$13K ﹤0.01%
100
-40
142
$13K ﹤0.01%
291
-25
143
$12K ﹤0.01%
108
-365
144
$12K ﹤0.01%
105
-408
145
$12K ﹤0.01%
450
146
$12K ﹤0.01%
82
147
$12K ﹤0.01%
+1,904
148
$11K ﹤0.01%
+148
149
$11K ﹤0.01%
+608
150
$10K ﹤0.01%
+400
4 5
6
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