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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$10K ﹤0.01%
45
152
$10K ﹤0.01%
192
+16
153
$10K ﹤0.01%
+15
154
$10K ﹤0.01%
97
155
$10K ﹤0.01%
397
-10,308
156
$9K ﹤0.01%
180
-2,980
157
$9K ﹤0.01%
+63
158
$9K ﹤0.01%
65
-1,712
159
$8K ﹤0.01%
239
-79
160
$8K ﹤0.01%
151
-200
161
$8K ﹤0.01%
100
162
$8K ﹤0.01%
131
163
$8K ﹤0.01%
449
+200
164
$8K ﹤0.01%
+156
165
$7K ﹤0.01%
+600
166
$7K ﹤0.01%
125
167
$7K ﹤0.01%
140
-3,080
168
$7K ﹤0.01%
37
169
$6K ﹤0.01%
339
170
$6K ﹤0.01%
+119
171
$6K ﹤0.01%
120
172
$6K ﹤0.01%
228
+110
173
$6K ﹤0.01%
+52
174
$6K ﹤0.01%
44
175
$5K ﹤0.01%
3
5 6
7
8 9