Fusion Family Wealth LLC
CIK Number: 0001696209
1.09B
Market Value
45
# of Holdings
21 months
Avg. Holding Period
43.48%
Win Rate
14.54%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard 500 In... | 526.60 | -1.83% | 364.29K | +3.90% | 196.28M | 316.92 | 18.00% | |
| 2 | Invesco S&P 500... | 99.86 | -0.62% | 1.47M | +3.67% | 143.71M | 64.4 | 13.18% | |
| 3 | Vanguard Emergi... | 45.78 | -0.5% | 2.27M | +2.41% | 99.84M | 41.53 | 9.15% | |
| 4 | Vanguard Small ... | 227.13 | -1.86% | 393.54K | +4.18% | 94.56M | 177.16 | 8.67% | |
| 5 | Vanguard Develo... | 52.05 | -0.89% | 1.74M | +2.56% | 83.09M | 42.3 | 7.62% |
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