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
$267M
AUM Growth
+$96.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
448
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$26.3M
3
+$13.1M
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$11.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$9.83M

Top Sells

1
+$815K
2
+$772K
3
+$553K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$419K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$380K

Sector Composition

1 Financials 1.96%
2 Technology 0.91%
3 Communication Services 0.57%
4 Consumer Discretionary 0.54%
5 Healthcare 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25K 0.01%
150
152
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300
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500
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$24K 0.01%
686
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468
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1,000
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97
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$22K 0.01%
905
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159
$21K 0.01%
256
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$21K 0.01%
360
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$21K 0.01%
+173
162
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+206
163
$20K 0.01%
164
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164
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1,000
165
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250
166
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+144
167
$20K 0.01%
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168
$19K 0.01%
1,000
169
$19K 0.01%
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170
$19K 0.01%
150
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171
$18K 0.01%
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172
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1,000
173
$18K 0.01%
230
174
$18K 0.01%
320
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175
$18K 0.01%
495
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5 6
7
8 9