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
$340M
AUM Growth
-$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$19.7M
2
+$2.28M
3
+$2.14M
4
ECON icon
Columbia Emerging Markets Consumer ETF
ECON
+$2.01M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$1.48M
2
+$1.3M
3
+$944K
4
PKW icon
Invesco BuyBack Achievers ETF
PKW
+$679K
5
CI icon
Cigna
CI
+$604K

Sector Composition

1 Financials 2.34%
2 Technology 1.15%
3 Communication Services 0.56%
4 Consumer Discretionary 0.47%
5 Consumer Staples 0.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5K ﹤0.01%
800
202
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3
203
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232
204
$5K ﹤0.01%
58
205
$5K ﹤0.01%
80
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79
207
$4K ﹤0.01%
50
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30
209
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150
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$4K ﹤0.01%
88
211
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58
212
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228
213
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35
-179
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$4K ﹤0.01%
139
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$4K ﹤0.01%
3,000
216
$4K ﹤0.01%
62
217
$4K ﹤0.01%
202
218
$3K ﹤0.01%
300
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$3K ﹤0.01%
40
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$3K ﹤0.01%
63
221
$2K ﹤0.01%
30
+22
222
$2K ﹤0.01%
15
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$2K ﹤0.01%
10
224
$2K ﹤0.01%
100
225
$2K ﹤0.01%
20
-260
7 8
9
10 11