Fusion Family Wealth LLC
CIK Number: 0001696209
1.09B
Market Value
45
# of Holdings
22 months
Avg. Holding Period
43.48%
Win Rate
14.16%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard 500 In... | 519.06 | +0.61% | 364.29K | +3.90% | 196.28M | 316.92 | 18.00% |
| 2 | RWL | Invesco S&P 500... | 98.63 | +0.55% | 1.47M | +3.67% | 143.71M | 64.4 | 13.18% |
| 3 | VWO | Vanguard Emergi... | 45.94 | -0.13% | 2.27M | +2.41% | 99.84M | 41.53 | 9.15% |
| 4 | VB | Vanguard Small ... | 223.47 | +1.59% | 393.54K | +4.18% | 94.56M | 177.16 | 8.67% |
| 5 | VEA | Vanguard Develo... | 53.37 | -0.26% | 1.74M | +2.56% | 83.09M | 42.3 | 7.62% |
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