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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$22K 0.01%
250
152
$21K 0.01%
412
153
$21K 0.01%
1,540
-1,590
154
$21K 0.01%
450
155
$20K 0.01%
800
156
$20K 0.01%
375
157
$20K 0.01%
444
158
$19K 0.01%
210
159
$19K 0.01%
64
-150
160
$19K 0.01%
606
-435
161
$18K 0.01%
626
162
$17K 0.01%
686
163
$17K 0.01%
150
164
$16K ﹤0.01%
515
165
$15K ﹤0.01%
415
166
$15K ﹤0.01%
468
167
$15K ﹤0.01%
2,500
168
$15K ﹤0.01%
1,000
169
$14K ﹤0.01%
317
+2
170
$14K ﹤0.01%
1,859
171
$14K ﹤0.01%
615
172
$13K ﹤0.01%
212
+1
173
$13K ﹤0.01%
270
174
$13K ﹤0.01%
245
175
$13K ﹤0.01%
115
5 6
7
8 9