APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+6.72%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$145M
AUM Growth
+$13.9M
(+11%)
Cap. Flow
+$5.59M
Cap. Flow
% of AUM
3.86%
Top 10 Holdings %
Top 10 Hldgs %
33.78%
Holding
312
New
31
Increased
71
Reduced
18
Closed
14
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.41M |
| 2 |
FM
iShares Frontier and Select EM ETF
FM
|
$1.35M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$417K |
| 4 |
iShares MSCI China ETF
MCHI
|
$318K |
| 5 |
Bristol-Myers Squibb
BMY
|
$234K |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
$331K |
| 2 |
NGE
Global X MSCI Nigeria ETF
NGE
|
$187K |
| 3 |
VanEck Vietnam ETF
VNM
|
$163K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$134K |
| 5 |
PAK
Global X MSCI Pakistan ETF
PAK
|
$129K |
Sector Composition
| 1 | Technology | 8.17% |
| 2 | Healthcare | 5.69% |
| 3 | Consumer Discretionary | 4.56% |
| 4 | Financials | 3.69% |
| 5 | Industrials | 3.47% |
