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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$13K ﹤0.01%
420
+375
177
$13K ﹤0.01%
97
178
$12K ﹤0.01%
495
-828
179
$12K ﹤0.01%
49
+12
180
$11K ﹤0.01%
310
181
$11K ﹤0.01%
450
182
$11K ﹤0.01%
337
-245
183
$10K ﹤0.01%
148
184
$10K ﹤0.01%
+129
185
$10K ﹤0.01%
97
186
$9K ﹤0.01%
131
187
$9K ﹤0.01%
115
188
$8K ﹤0.01%
308
-570
189
$8K ﹤0.01%
200
190
$8K ﹤0.01%
120
191
$8K ﹤0.01%
110
192
$8K ﹤0.01%
150
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$7K ﹤0.01%
151
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$7K ﹤0.01%
449
195
$7K ﹤0.01%
25
196
$7K ﹤0.01%
200
197
$6K ﹤0.01%
+10
198
$6K ﹤0.01%
40
199
$6K ﹤0.01%
17
200
$5K ﹤0.01%
3
6 7
8
9 10