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
$295M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
325
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.05M
3
+$1.77M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$1.66M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.08M

Top Sells

1
+$2.55M
2
+$2.24M
3
+$1.45M
4
AAPL icon
Apple
AAPL
+$1.23M
5
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
+$1.22M

Sector Composition

1 Communication Services 0.19%
2 Financials 0.17%
3 Technology 0.12%
4 Healthcare 0.1%
5 Industrials 0.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2K ﹤0.01%
96
+60
202
$2K ﹤0.01%
18
203
$2K ﹤0.01%
50
204
$2K ﹤0.01%
+30
205
$2K ﹤0.01%
+300
206
$2K ﹤0.01%
+100
207
$1K ﹤0.01%
9
208
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+30
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+1
210
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5
211
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2
-4
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$1K ﹤0.01%
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8
215
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11
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$1K ﹤0.01%
+14
217
$1K ﹤0.01%
4
-4,289
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$1K ﹤0.01%
40
219
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+41
220
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+26
221
$1K ﹤0.01%
6
222
$1K ﹤0.01%
+4
223
$1K ﹤0.01%
+42
224
$1K ﹤0.01%
3
225
$1K ﹤0.01%
5
7 8
9
10 11