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FFW

Fusion Family Wealth Portfolio holdings

AUM $1.34B
1-Year Est. Return 18.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.88%
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
+$3.67M
2
+$2.51M
3
+$2.07M
4
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$1.73M
5
RWJ icon
Invesco S&P SmallCap 600 Revenue ETF
RWJ
+$1.73M

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
+$2.43M

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%
37
202
$8K ﹤0.01%
45
203
$8K ﹤0.01%
372
204
$8K ﹤0.01%
131
205
$8K ﹤0.01%
450
206
$7K ﹤0.01%
151
207
$7K ﹤0.01%
449
208
$7K ﹤0.01%
120
209
$6K ﹤0.01%
150
210
$6K ﹤0.01%
228
211
$6K ﹤0.01%
3,000
212
$6K ﹤0.01%
44
213
$6K ﹤0.01%
75
214
$6K ﹤0.01%
100
215
$6K ﹤0.01%
339
216
$6K ﹤0.01%
232
217
$6K ﹤0.01%
65
218
$6K ﹤0.01%
79
219
$5K ﹤0.01%
312
220
$5K ﹤0.01%
58
221
$5K ﹤0.01%
500
222
$5K ﹤0.01%
50
223
$5K ﹤0.01%
62
224
$5K ﹤0.01%
170
-100
225
$5K ﹤0.01%
190
7 8
9
10 11