APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Sells

1 +$2.82M
2 +$419K
3 +$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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