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APW
Acima Private Wealth Portfolio holdings
AUM
$344M
1-Year Est. Return
17.02%
This Fund
S&P 500
This Quarter
Est. Return
-9.21%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
105.18%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Healthcare | 6.29% |
| 3 | Consumer Discretionary | 4.69% |
| 4 | Financials | 3.64% |
| 5 | Industrials | 3.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Lowe's Companies
LOW
$121B
| $813K | 0.8% |
+8,805
| New | +$849K |
|
27
PepsiCo
PEP
$190B
| $801K | 0.78% |
+7,246
| New | +$817K |
|
28
ServiceNow
NOW
$107B
| $799K | 0.78% |
+22,450
| New | +$797K |
|
29
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.8B
| $760K | 0.74% |
+15,904
| New | +$832K |
|
30
McDonald's
MCD
$194B
| $760K | 0.74% |
+4,279
| New | +$759K |
|
31
Intel
INTC
$487B
| $733K | 0.72% |
+15,623
| New | +$731K |
|
32
Procter & Gamble
PG
$353B
| $730K | 0.72% |
+7,939
| New | +$710K |
|
33
Sherwin-Williams
SHW
$83.4B
| $725K | 0.71% |
+5,529
| New | +$746K |
|
34
Alibaba
BABA
$282B
| $661K | 0.65% |
+4,820
| New | +$713K |
|
35
iShares MSCI Australia ETF
EWA
$1.43B
| $636K | 0.62% |
+33,013
| New | +$678K |
|
36
iShares Core S&P Small-Cap ETF
IJR
$111B
| $636K | 0.62% |
+9,174
| New | +$709K |
|
37
Pfizer
PFE
$143B
| $636K | 0.62% |
+15,363
| New | +$638K |
|
38
iShares MSCI Turkey ETF
TUR
$207M
| $636K | 0.62% |
+25,873
| New | +$634K |
|
39
Vertex Pharmaceuticals
VRTX
$123B
| $636K | 0.62% |
+3,839
| New | +$665K |
|
40
AbbVie
ABBV
$449B
| $620K | 0.61% |
+6,728
| New | +$592K |
|
41
iShares MSCI EAFE ETF
EFA
$76.9B
| $613K | 0.6% |
+10,422
| New | +$651K |
|
42
Lockheed Martin
LMT
$118B
| $584K | 0.57% |
+2,231
| New | +$677K |
|
43
Illinois Tool Works
ITW
$81.4B
| $583K | 0.57% |
+4,600
| New | +$606K |
|
44
iShares Russell 1000 Growth ETF
IWF
$125B
| $582K | 0.57% |
+17,780
| New | +$627K |
|
45
Chevron
CVX
$366B
| $576K | 0.56% |
+5,292
| New | +$613K |
|
46
iShares MSCI Japan ETF
EWJ
$21.9B
| $557K | 0.55% |
+10,995
| New | +$603K |
|
|
RSX
47
DELISTED
VanEck Russia ETF
RSX
| $549K | 0.54% |
+29,282
| New | +$602K |
|
48
Booking.com
BKNG
$143B
| $534K | 0.52% |
+7,750
| New | +$568K |
|
49
iShares Russell 2000 Growth ETF
IWO
$14.8B
| $533K | 0.52% |
+3,170
| New | +$591K |
|
|
SPLK
50
DELISTED
Splunk Inc
SPLK
| $521K | 0.51% |
+4,967
| New | +$502K |
|
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