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
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.44M
3
+$3.29M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.6M

Top Sells

1
+$419M
2
+$120M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.88M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.15M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$28K 0.01%
250
152
$27K 0.01%
382
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$26K 0.01%
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$26K 0.01%
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$24K 0.01%
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450
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$23K 0.01%
686
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$22K 0.01%
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$22K 0.01%
582
-250
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$21K 0.01%
468
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$20K 0.01%
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$20K 0.01%
150
168
$20K 0.01%
375
169
$19K 0.01%
515
170
$19K 0.01%
2,500
171
$19K 0.01%
500
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$19K 0.01%
626
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173
$18K ﹤0.01%
97
-2,903
174
$17K ﹤0.01%
315
+2
175
$17K ﹤0.01%
1,859
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7
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