FFW
Fusion Family Wealth Portfolio holdings
AUM
$1.18B
This Quarter Return
+6.29%
1 Year Return
+12.18%
3 Year Return
+44.21%
5 Year Return
+72.99%
10 Year Return
–
AUM
$965M
AUM Growth
+$965M
(+8.8%)
Cap. Flow
+$23.4M
Cap. Flow
% of AUM
2.43%
Top 10 Holdings %
Top 10 Hldgs %
80.4%
Holding
43
New
1
Increased
19
Reduced
6
Closed
1
Top Buys
| 1 |
Invesco NASDAQ 100 ETF
QQQM
|
$13.6M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.52M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.21M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$2.85M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$2.66M |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$16.1M |
| 2 |
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
|
$308K |
| 3 |
JPMorgan Chase
JPM
|
$213K |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$211K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$46.6K |
Sector Composition
| 1 | Technology | 0.1% |
| 2 | Financials | 0.08% |
| 3 | Communication Services | 0.07% |
| 4 | Industrials | 0.03% |
