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
$356M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Sector Composition

1 Financials 1.88%
2 Technology 1.17%
3 Healthcare 0.62%
4 Communication Services 0.61%
5 Consumer Discretionary 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13K ﹤0.01%
1,000
202
$13K ﹤0.01%
82
203
$13K ﹤0.01%
425
-5,235
204
$13K ﹤0.01%
200
205
$13K ﹤0.01%
116
206
$12K ﹤0.01%
270
207
$12K ﹤0.01%
148
208
$11K ﹤0.01%
97
209
$10K ﹤0.01%
450
210
$10K ﹤0.01%
110
211
$10K ﹤0.01%
450
212
$9K ﹤0.01%
372
213
$9K ﹤0.01%
37
214
$8K ﹤0.01%
131
215
$8K ﹤0.01%
449
216
$8K ﹤0.01%
150
217
$8K ﹤0.01%
45
218
$8K ﹤0.01%
755
-2,245
219
$7K ﹤0.01%
+126
220
$7K ﹤0.01%
65
221
$7K ﹤0.01%
+25
222
$6K ﹤0.01%
3
223
$6K ﹤0.01%
100
224
$6K ﹤0.01%
339
225
$6K ﹤0.01%
232