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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$55K 0.01%
1,400
127
$54K 0.01%
536
128
$54K 0.01%
600
129
$53K 0.01%
638
+530
130
$53K 0.01%
465
131
$51K 0.01%
956
132
$51K 0.01%
264
+165
133
$50K 0.01%
848
+468
134
$48K 0.01%
3,859
+3,475
135
$46K 0.01%
383
+25
136
$43K 0.01%
225
+25
137
$43K 0.01%
+800
138
$41K 0.01%
275
139
$41K 0.01%
1,644
140
$41K 0.01%
410
141
$41K 0.01%
650
142
$40K 0.01%
375
143
$40K 0.01%
+3,930
144
$39K 0.01%
608
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145
$38K 0.01%
869
146
$36K 0.01%
662
+431
147
$36K 0.01%
+250
148
$35K 0.01%
+850
149
$34K 0.01%
1,200
150
$34K 0.01%
884
4 5
6
7 8