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
$170M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$15.6M
3
+$12.1M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$7.53M
5
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$7.15M

Top Sells

No sells this quarter

Sector Composition

1 Financials 2.69%
2 Technology 1.55%
3 Communication Services 1.08%
4 Consumer Discretionary 1%
5 Healthcare 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$16K 0.01%
+232
202
$16K 0.01%
+1,000
203
$16K 0.01%
+1,000
204
$16K 0.01%
+204
205
$15K 0.01%
+182
206
$15K 0.01%
+117
207
$15K 0.01%
+366
208
$15K 0.01%
+1,337
209
$15K 0.01%
+600
210
$14K 0.01%
+230
211
$14K 0.01%
+141
212
$14K 0.01%
+182
213
$14K 0.01%
+1,032
214
$14K 0.01%
+350
215
$14K 0.01%
+195
216
$13K 0.01%
+119
217
$13K 0.01%
+510
218
$13K 0.01%
+210
219
$13K 0.01%
+405
220
$13K 0.01%
+450
221
$12K 0.01%
+142
222
$12K 0.01%
+62
223
$12K 0.01%
+272
224
$12K 0.01%
+176
225
$12K 0.01%
+200
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