APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+7.68%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$195M
AUM Growth
+$513K
(+0.26%)
Cap. Flow
-$13.5M
Cap. Flow
% of AUM
-6.92%
Top 10 Holdings %
Top 10 Hldgs %
36.49%
Holding
234
New
6
Increased
10
Reduced
40
Closed
11
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 7.26% |
| 2 | Healthcare | 4.97% |
| 3 | Consumer Discretionary | 3.35% |
| 4 | Industrials | 2.59% |
| 5 | Financials | 2.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares MSCI United Kingdom ETF
EWU
$2.89B
| – | – |
-45,420
| Closed | -$1.19M |
|
227
Schwab Fundamental US Large Company Index ETF
FNDX
$19.8B
| – | – |
-720
| Closed | -$11.5K |
|
228
Schwab U.S Small- Cap ETF
SCHA
$18.5B
| – | – |
-156
| Closed | -$2.95K |
|
229
Schwab Emerging Markets Equity ETF
SCHE
$10.7B
| – | – |
-1,451
| Closed | -$32.5K |
|
230
Schwab US Large- Cap ETF
SCHX
$58.9B
| – | – |
-1,338
| Closed | -$18.9K |
|
231
Vanguard FTSE Developed Markets ETF
VEA
$170B
| – | – |
-3,199
| Closed | -$116K |
|
232
Vanguard Real Estate ETF
VNQ
$34.1B
| – | – |
-583
| Closed | -$46.7K |
|
233
Vanguard Mid-Cap Value ETF
VOE
$18.7B
| – | – |
-443
| Closed | -$53.9K |
|
234
Vanguard Total World Stock ETF
VT
$51.5B
| – | – |
-196
| Closed | -$15.5K |
|