APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+3.98%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$209M
AUM Growth
+$5.29M
(+2.6%)
Cap. Flow
-$1.63M
Cap. Flow
% of AUM
-0.78%
Top 10 Holdings %
Top 10 Hldgs %
35%
Holding
287
New
–
Increased
17
Reduced
54
Closed
21
Top Buys
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$250K |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$78.9K |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
+$72.1K |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$54.2K |
| 5 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
+$25.9K |
Top Sells
| 1 |
iShare MSCI Eurozone ETF
EZU
|
+$778K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$164K |
| 3 |
Thermo Fisher Scientific
TMO
|
+$101K |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
+$79.2K |
| 5 |
JPMorgan Municipal ETF
JMUB
|
+$75.3K |
Sector Composition
| 1 | Technology | 10.09% |
| 2 | Healthcare | 4.71% |
| 3 | Consumer Discretionary | 3.86% |
| 4 | Industrials | 2.69% |
| 5 | Financials | 2.43% |
