FFW

Fusion Family Wealth Portfolio holdings

AUM $1.33B
1-Year Est. Return 12.8%
This Quarter Est. Return
1 Year Est. Return
+12.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.37M
3
+$2.02M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.68M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.66M

Top Sells

1
+$11.7M
2
+$11.3M
3
+$10.8M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$9.31M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.31M

Sector Composition

1 Financials 2.37%
2 Technology 1.24%
3 Communication Services 0.62%
4 Consumer Discretionary 0.59%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$19K 0.01%
500
-350
177
$18K 0.01%
140
-100
178
$17K 0.01%
150
179
$17K 0.01%
515
180
$17K 0.01%
320
181
$16K 0.01%
97
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$16K 0.01%
207
+2
183
$16K 0.01%
236
+140
184
$16K 0.01%
207
-198
185
$15K 0.01%
1,000
186
$14K ﹤0.01%
146
187
$14K ﹤0.01%
31
188
$13K ﹤0.01%
200
189
$13K ﹤0.01%
116
-22
190
$13K ﹤0.01%
618
+600
191
$13K ﹤0.01%
82
192
$12K ﹤0.01%
311
+3
193
$12K ﹤0.01%
415
194
$12K ﹤0.01%
1,000
195
$12K ﹤0.01%
270
-21
196
$11K ﹤0.01%
30
-280
197
$11K ﹤0.01%
450
198
$11K ﹤0.01%
148
199
$11K ﹤0.01%
110
200
$9K ﹤0.01%
97
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