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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$33K 0.01%
400
127
$33K 0.01%
+301
128
$33K 0.01%
500
129
$32K 0.01%
700
130
$32K 0.01%
500
131
$31K 0.01%
150
132
$31K 0.01%
283
133
$31K 0.01%
1,229
134
$30K 0.01%
576
135
$30K 0.01%
385
+323
136
$29K 0.01%
1,000
137
$29K 0.01%
290
138
$28K 0.01%
600
139
$27K 0.01%
450
-200
140
$27K 0.01%
839
141
$27K 0.01%
1,000
142
$26K 0.01%
335
143
$26K 0.01%
1,400
144
$25K 0.01%
572
+6
145
$24K 0.01%
672
+1
146
$24K 0.01%
510
147
$24K 0.01%
210
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148
$23K 0.01%
256
149
$23K 0.01%
300
150
$23K 0.01%
382
4 5
6
7 8