APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
304
New
Increased
Reduced
Closed

Top Buys

1
+$4.07M
2
+$3.95M
3
+$3.18M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.98M
5
MCHI icon
iShares MSCI China ETF
MCHI
+$2.73M

Top Sells

1
+$1.71M
2
+$1.3M
3
+$1.24M
4
EWI icon
iShares MSCI Italy ETF
EWI
+$888K
5
JJG
iPath Series B Bloomberg Grains Subindex Total ReturnSM ETN
JJG
+$765K

Sector Composition

1 Technology 8.08%
2 Healthcare 5.64%
3 Consumer Discretionary 3.99%
4 Industrials 2.85%
5 Consumer Staples 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
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