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
$377M
AUM Growth
-$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Sells

1 +$25.4M
2 +$2.45M
3 +$849K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$622K
5
DIS icon
Walt Disney
DIS
+$528K

Sector Composition

1 Financials 0.21%
2 Technology 0.15%
3 Communication Services 0.1%
4 Healthcare 0.09%
5 Consumer Discretionary 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-135,970
152
-45
153
-1,000
154
-300
155
-15,425
156
-102