Fusion Family Wealth LLC
CIK Number: 0001696209
1.09B
Market Value
43
# of Holdings
21 months
Avg. Holding Period
95.35%
Win Rate
23.35%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 545.07 | +1.83% | 350.60K | +3.70% | 185.00M | 308.25 | 17.04% | |
| 2 | Invesco Exch Tr... | 100.57 | +1.28% | 1.42M | +4.09% | 138.84M | 63.17 | 12.78% | |
| 3 | Vanguard Intl E... | 43.48 | +1.08% | 2.21M | +5.54% | 105.92M | 41.47 | 9.75% | |
| 4 | Vanguard Index ... | 245.90 | +1.44% | 377.75K | +5.69% | 89.61M | 174.52 | 8.25% | |
| 5 | Vanguard Tax-Ma... | 48.17 | +1.24% | 1.69M | +3.99% | 89.47M | 42.16 | 8.24% |
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