FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.37M
3
+$2.02M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.68M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.66M

Top Sells

1
+$11.7M
2
+$11.3M
3
+$10.8M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$9.31M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.31M

Sector Composition

1 Financials 2.37%
2 Technology 1.24%
3 Communication Services 0.62%
4 Consumer Discretionary 0.59%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39K 0.01%
1,176
-1,211
127
$38K 0.01%
412
+2
128
$38K 0.01%
500
129
$38K 0.01%
400
-185
130
$38K 0.01%
1,110
-2,724
131
$37K 0.01%
209
+30
132
$37K 0.01%
273
+35
133
$36K 0.01%
1,200
134
$36K 0.01%
164
+24
135
$34K 0.01%
884
136
$34K 0.01%
850
137
$34K 0.01%
832
-37
138
$34K 0.01%
518
-90
139
$33K 0.01%
671
-2,530
140
$32K 0.01%
700
141
$32K 0.01%
562
142
$31K 0.01%
576
-380
143
$31K 0.01%
283
-100
144
$31K 0.01%
219
145
$31K 0.01%
1,229
146
$30K 0.01%
600
147
$30K 0.01%
1,000
148
$30K 0.01%
500
149
$29K 0.01%
280
150
$29K 0.01%
1,400
4 5
6
7 8