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
$356M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.1M
3
+$14M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$5.11M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.45M

Top Sells

1
+$21.2M
2
+$2.15M
3
+$1.99M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$852K

Sector Composition

1 Financials 1.88%
2 Technology 1.17%
3 Healthcare 0.62%
4 Communication Services 0.61%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$32K 0.01%
1,046
-1,367
152
$32K 0.01%
547
+2
153
$32K 0.01%
642
154
$31K 0.01%
150
155
$31K 0.01%
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156
$31K 0.01%
700
157
$31K 0.01%
283
158
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159
$30K 0.01%
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160
$30K 0.01%
1,000
161
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214
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162
$30K 0.01%
562
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$29K 0.01%
280
164
$28K 0.01%
412
165
$28K 0.01%
250
166
$26K 0.01%
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167
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$24K 0.01%
376
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7
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