FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+2.15%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$402M
AUM Growth
+$39.7M
(+11%)
Cap. Flow
+$32.5M
Cap. Flow
% of AUM
8.1%
Top 10 Holdings %
Top 10 Hldgs %
75.7%
Holding
155
New
–
Increased
60
Reduced
11
Closed
1
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$4.89M |
| 2 |
Invesco S&P 500 Revenue ETF
RWL
|
$3.59M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.05M |
| 4 |
Apple
AAPL
|
$2.17M |
| 5 |
Invesco S&P SmallCap 600 Revenue ETF
RWJ
|
$2.09M |
Top Sells
Sector Composition
| 1 | Technology | 0.87% |
| 2 | Financials | 0.67% |
| 3 | Communication Services | 0.43% |
| 4 | Energy | 0.18% |
| 5 | Consumer Staples | 0.15% |
