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
$377M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.38M
4
RWK icon
Invesco S&P MidCap 400 Revenue ETF
RWK
+$1.12M
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.07M

Top Sells

1
+$25.4M
2
+$2.45M
3
+$849K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$622K
5
DIS icon
Walt Disney
DIS
+$528K

Sector Composition

1 Financials 0.21%
2 Technology 0.15%
3 Communication Services 0.1%
4 Healthcare 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2K ﹤0.01%
40
-3,560
127
$2K ﹤0.01%
40
-3,020
128
$2K ﹤0.01%
64
-2,920
129
$2K ﹤0.01%
18
130
$2K ﹤0.01%
45
131
$1K ﹤0.01%
5
132
$1K ﹤0.01%
6
133
$1K ﹤0.01%
18
134
$1K ﹤0.01%
5
-527
135
$1K ﹤0.01%
11
136
$1K ﹤0.01%
40
137
$1K ﹤0.01%
6
138
$1K ﹤0.01%
50
139
$1K ﹤0.01%
5
140
$1K ﹤0.01%
7
141
$1K ﹤0.01%
22
-604
142
$1K ﹤0.01%
5
143
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144
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-450
145
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-1,992
146
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147
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148
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149
– –
-4,299
150
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-11
3 4 5
6
7