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
$402M
AUM Growth
+$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$3.59M
3
+$3.05M
4
AAPL icon
Apple
AAPL
+$2.17M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$2.09M

Top Sells

1
+$417K
2
+$331K
3
+$238K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$183K
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$174K

Sector Composition

1 Technology 0.87%
2 Financials 0.67%
3 Communication Services 0.43%
4 Energy 0.18%
5 Consumer Staples 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$8K ﹤0.01%
221
+24
127
$7K ﹤0.01%
151
128
$6K ﹤0.01%
30
129
$6K ﹤0.01%
182
+16
130
$5K ﹤0.01%
232
131
$5K ﹤0.01%
58
132
$5K ﹤0.01%
35
133
$5K ﹤0.01%
139
134
$3K ﹤0.01%
25
135
$3K ﹤0.01%
52
+7
136
$3K ﹤0.01%
51
137
$3K ﹤0.01%
102
-8,103
138
$2K ﹤0.01%
100
139
$2K ﹤0.01%
20
140
$2K ﹤0.01%
18
141
$2K ﹤0.01%
45
142
$1K ﹤0.01%
5
143
$1K ﹤0.01%
6
144
$1K ﹤0.01%
18
145
$1K ﹤0.01%
11
146
$1K ﹤0.01%
40
147
$1K ﹤0.01%
11
148
$1K ﹤0.01%
6
149
$1K ﹤0.01%
50
150
$1K ﹤0.01%
5
3 4 5
6
7