FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
1-Year Return
12.18%
This Quarter Return
+5.53%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$267M
AUM Growth
+$96.7M
(+57%)
Cap. Flow
+$91.5M
Cap. Flow
% of AUM
34.28%
Top 10 Holdings %
Top 10 Hldgs %
62.93%
Holding
448
New
62
Increased
21
Reduced
123
Closed
131
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$36.1M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$26.3M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$13.1M |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$11.1M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$9.83M |
Top Sells
Sector Composition
| 1 | Financials | 1.96% |
| 2 | Technology | 0.91% |
| 3 | Communication Services | 0.57% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Healthcare | 0.49% |
