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
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.28M
3
+$1.52M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.01M

Top Sells

1
+$912K
2
+$873K
3
+$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K 0.01%
1,000
152
$28K 0.01%
219
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$28K 0.01%
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510
156
$25K 0.01%
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-13
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$24K 0.01%
150
158
$24K 0.01%
155
159
$24K 0.01%
97
160
$24K 0.01%
1,500
161
$23K 0.01%
686
162
$23K 0.01%
256
163
$22K 0.01%
150
164
$22K 0.01%
300
165
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38
166
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167
$21K 0.01%
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169
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170
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$20K 0.01%
1,000
175
$20K 0.01%
+675
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7
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