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
$356M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$15.1M
3
+$14M
4
BSCI
Invesco BulletShares 2018 Corporate Bond ETF
BSCI
+$5.11M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.45M

Top Sells

1
+$21.2M
2
+$2.15M
3
+$1.99M
4
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$1M
5
IBMH
iShares iBonds Sep 2019 Term Muni Bond ETF
IBMH
+$852K

Sector Composition

1 Financials 1.88%
2 Technology 1.17%
3 Healthcare 0.62%
4 Communication Services 0.61%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23K 0.01%
249
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177
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300
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800
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256
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225
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184
$21K 0.01%
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$20K 0.01%
2,500
186
$20K 0.01%
375
187
$19K 0.01%
500
188
$18K 0.01%
150
189
$18K 0.01%
515
190
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208
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191
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192
$18K 0.01%
31
193
$16K ﹤0.01%
97
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194
$16K ﹤0.01%
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$16K ﹤0.01%
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196
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415
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$15K ﹤0.01%
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198
$15K ﹤0.01%
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199
$14K ﹤0.01%
313
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200
$14K ﹤0.01%
618
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