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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
76
177
$5K ﹤0.01%
384
-3,091
178
$5K ﹤0.01%
312
179
$5K ﹤0.01%
+58
180
$5K ﹤0.01%
500
181
$5K ﹤0.01%
92
182
$5K ﹤0.01%
62
183
$4K ﹤0.01%
+150
184
$4K ﹤0.01%
+104
185
$4K ﹤0.01%
50
186
$4K ﹤0.01%
+100
187
$4K ﹤0.01%
50
-60
188
$3K ﹤0.01%
66
189
$3K ﹤0.01%
42
+26
190
$3K ﹤0.01%
78
191
$3K ﹤0.01%
34
-29
192
$3K ﹤0.01%
+50
193
$3K ﹤0.01%
45
194
$3K ﹤0.01%
15
-82
195
$3K ﹤0.01%
88
196
$3K ﹤0.01%
+200
197
$2K ﹤0.01%
100
198
$2K ﹤0.01%
6
199
$2K ﹤0.01%
58
+50
200
$2K ﹤0.01%
+22
6 7
8
9 10