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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$34K 0.01%
405
+205
152
$34K 0.01%
+500
153
$33K 0.01%
240
+140
154
$33K 0.01%
700
155
$33K 0.01%
238
-5
156
$33K 0.01%
219
157
$32K 0.01%
+1,000
158
$32K 0.01%
850
-1,060
159
$32K 0.01%
+500
160
$31K 0.01%
412
+390
161
$31K 0.01%
562
162
$31K 0.01%
1,229
163
$31K 0.01%
+1,500
164
$30K 0.01%
280
165
$30K 0.01%
600
166
$30K 0.01%
+1,400
167
$30K 0.01%
1,000
168
$28K 0.01%
+150
169
$28K 0.01%
335
170
$28K 0.01%
+140
171
$27K 0.01%
+179
172
$26K 0.01%
510
173
$25K 0.01%
+250
174
$25K 0.01%
382
175
$24K 0.01%
+686
5 6
7
8 9