77. Fusion Family Wealth

Rank: 77
Location: Woodbury, NY
Total Assets: $912,214,080
ETF Assets: $728,219,456
Website: www.fusionfamilywealth.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 31
Total Value of All ETF Holdings: $728,219,456
Number of Issuers: 8
Number of Sectors: 13
  • Top 5 ETF Holdings
    1. VOO: $113,340,783
    2. RWL: $95,486,779
    3. VWO: $69,909,767
    4. VB: $64,838,966
    5. VEA: $61,104,840
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Large Cap Blend Equities
    3. Emerging Markets Equities
    4. Small Cap Growth Equities
    5. Foreign Large Cap Equities
  • Top 5 ETF Issuers
    1. Vanguard
    2. OppenheimerFunds
    3. iShares
    4. State Street SPDR
    5. JPMorgan

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.fusionfamilywealth.com 2023 Top 100 ETF Power Users