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
$292M
AUM Growth
+$25.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$9.54M
2
+$2.28M
3
+$1.52M
4
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$1.29M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.01M

Top Sells

1
+$912K
2
+$873K
3
+$625K
4
IAU icon
iShares Gold Trust
IAU
+$382K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$294K

Sector Composition

1 Financials 1.91%
2 Technology 0.8%
3 Healthcare 0.56%
4 Consumer Discretionary 0.55%
5 Communication Services 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
140
-24
177
$18K 0.01%
320
178
$17K 0.01%
203
+2
179
$17K 0.01%
2,500
180
$16K 0.01%
375
181
$16K 0.01%
298
-62
182
$16K 0.01%
1,000
183
$16K 0.01%
1,000
184
$16K 0.01%
330
185
$16K 0.01%
+647
186
$15K 0.01%
120
187
$15K 0.01%
839
188
$14K ﹤0.01%
203
+1
189
$14K ﹤0.01%
450
190
$14K ﹤0.01%
515
191
$14K ﹤0.01%
316
-25
192
$13K ﹤0.01%
415
193
$13K ﹤0.01%
618
194
$13K ﹤0.01%
200
195
$13K ﹤0.01%
110
+1
196
$12K ﹤0.01%
82
-35
197
$11K ﹤0.01%
146
-41
198
$11K ﹤0.01%
107
199
$11K ﹤0.01%
400
200
$10K ﹤0.01%
45
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8
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