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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$24K 0.01%
+1,009
177
$24K 0.01%
+300
178
$21K 0.01%
+800
179
$21K 0.01%
+256
180
$21K 0.01%
529
-166
181
$21K 0.01%
+1,300
182
$19K ﹤0.01%
+375
183
$19K ﹤0.01%
+320
184
$18K ﹤0.01%
+150
185
$18K ﹤0.01%
+839
186
$18K ﹤0.01%
+31
187
$17K ﹤0.01%
107
188
$17K ﹤0.01%
+372
189
$17K ﹤0.01%
+2,500
190
$17K ﹤0.01%
+350
191
$16K ﹤0.01%
200
192
$16K ﹤0.01%
+515
193
$16K ﹤0.01%
1,000
194
$16K ﹤0.01%
138
-150
195
$16K ﹤0.01%
97
+82
196
$15K ﹤0.01%
+205
197
$14K ﹤0.01%
+146
198
$14K ﹤0.01%
+1,000
199
$14K ﹤0.01%
200
200
$13K ﹤0.01%
+308
6 7
8
9 10