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
$401M
AUM Growth
+$105M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$6.1M
2
+$3.6M
3
+$2.98M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.72M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$2.14M

Top Sells

1
+$2.19M
2
+$1.49M
3
+$1.46M
4
IAU icon
iShares Gold Trust
IAU
+$1.31M
5
MNA icon
IQ ARB Merger Arbitrage ETF
MNA
+$905K

Sector Composition

1 Financials 1.66%
2 Technology 0.72%
3 Communication Services 0.49%
4 Healthcare 0.41%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$13K ﹤0.01%
82
202
$13K ﹤0.01%
+375
203
$13K ﹤0.01%
291
204
$12K ﹤0.01%
310
-354
205
$12K ﹤0.01%
+415
206
$12K ﹤0.01%
450
207
$11K ﹤0.01%
45
208
$11K ﹤0.01%
148
209
$11K ﹤0.01%
97
210
$10K ﹤0.01%
110
+60
211
$10K ﹤0.01%
293
-382
212
$9K ﹤0.01%
+450
213
$9K ﹤0.01%
270
+31
214
$9K ﹤0.01%
+3,000
215
$8K ﹤0.01%
151
216
$8K ﹤0.01%
131
217
$8K ﹤0.01%
449
218
$8K ﹤0.01%
37
219
$7K ﹤0.01%
100
220
$7K ﹤0.01%
113
-12
221
$7K ﹤0.01%
120
222
$7K ﹤0.01%
228
223
$7K ﹤0.01%
+45
224
$6K ﹤0.01%
339
225
$6K ﹤0.01%
+232
7 8
9
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