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
$373M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$3.44M
3
+$3.29M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$2.63M
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$2.6M

Top Sells

1
+$419M
2
+$120M
3
+$5.11M
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$3.88M
5
DEM icon
WisdomTree Emerging Markets High Dividend Fund
DEM
+$2.15M

Sector Composition

1 Financials 2.32%
2 Technology 1.37%
3 Consumer Discretionary 0.61%
4 Communication Services 0.6%
5 Healthcare 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8K ﹤0.01%
17
-14
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$7K ﹤0.01%
40
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$7K ﹤0.01%
25
204
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79
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$7K ﹤0.01%
218
+12
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$6K ﹤0.01%
126
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3
209
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$6K ﹤0.01%
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$5K ﹤0.01%
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50
215
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58
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$5K ﹤0.01%
228
217
$5K ﹤0.01%
62
218
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-31
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3,000
+2,245
221
$5K ﹤0.01%
202
222
$4K ﹤0.01%
150
223
$4K ﹤0.01%
56
224
$4K ﹤0.01%
342
225
$4K ﹤0.01%
122
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