APW

Acima Private Wealth Portfolio holdings

AUM $293M
This Quarter Return
+0.04%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
AUM
$131M
AUM Growth
+$131M
Cap. Flow
+$4.63M
Cap. Flow %
3.54%
Top 10 Hldgs %
33.83%
Holding
284
New
27
Increased
81
Reduced
9
Closed
5
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ETN icon
226
Eaton
ETN
$134B
$14K 0.01%
+175
New +$14K
GS icon
227
Goldman Sachs
GS
$221B
$12K 0.01%
62
+50
+417% +$9.68K
VGIT icon
228
Vanguard Intermediate-Term Treasury ETF
VGIT
$32.2B
$12K 0.01%
+181
New +$12K
FLRN icon
229
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.78B
$11K 0.01%
+374
New +$11K
MA icon
230
Mastercard
MA
$536B
$11K 0.01%
41
EOG icon
231
EOG Resources
EOG
$65.8B
$10K 0.01%
140
PYPL icon
232
PayPal
PYPL
$66.5B
$10K 0.01%
+100
New +$10K
VLO icon
233
Valero Energy
VLO
$48.3B
$10K 0.01%
+125
New +$10K
BSX icon
234
Boston Scientific
BSX
$159B
$8K 0.01%
202
CNC icon
235
Centene
CNC
$14.8B
$8K 0.01%
+200
New +$8K
DXCM icon
236
DexCom
DXCM
$30.9B
$7K 0.01%
200
EXC icon
237
Exelon
EXC
$43.8B
$6K ﹤0.01%
184
FITB icon
238
Fifth Third Bancorp
FITB
$30.2B
$6K ﹤0.01%
229
IDXX icon
239
Idexx Laboratories
IDXX
$50.7B
$6K ﹤0.01%
24
REZI icon
240
Resideo Technologies
REZI
$5.03B
$6K ﹤0.01%
483
+19
+4% +$236
ALXN
241
DELISTED
Alexion Pharmaceuticals Inc
ALXN
$6K ﹤0.01%
68
ORLY icon
242
O'Reilly Automotive
ORLY
$88.1B
$5K ﹤0.01%
195
SPGI icon
243
S&P Global
SPGI
$165B
$5K ﹤0.01%
22
STZ icon
244
Constellation Brands
STZ
$25.8B
$5K ﹤0.01%
27
BALL icon
245
Ball Corp
BALL
$13.6B
$4K ﹤0.01%
62
ECL icon
246
Ecolab
ECL
$77.5B
$4K ﹤0.01%
21
LRCX icon
247
Lam Research
LRCX
$124B
$4K ﹤0.01%
210
GE icon
248
GE Aerospace
GE
$293B
$3K ﹤0.01%
78
SCHW icon
249
Charles Schwab
SCHW
$175B
$3K ﹤0.01%
73
AGN
250
DELISTED
Allergan plc
AGN
$3K ﹤0.01%
22