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
$297M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$2.37M
3
+$2.02M
4
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.68M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.66M

Top Sells

1
+$11.7M
2
+$11.3M
3
+$10.8M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$9.31M
5
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$2.31M

Sector Composition

1 Financials 2.37%
2 Technology 1.24%
3 Communication Services 0.62%
4 Consumer Discretionary 0.59%
5 Healthcare 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
372
202
$8K ﹤0.01%
131
203
$8K ﹤0.01%
450
204
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37
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45
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$7K ﹤0.01%
120
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$7K ﹤0.01%
449
209
$6K ﹤0.01%
3
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339
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232
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$6K ﹤0.01%
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44
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150
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$6K ﹤0.01%
3,000
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$5K ﹤0.01%
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500
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$5K ﹤0.01%
50
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170
-100
225
$5K ﹤0.01%
190
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