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Acima Private Wealth Portfolio holdings

AUM $344M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$319M
AUM Growth
-$3.6M
Cap. Flow
+$592K
Cap. Flow %
0.19%
Top 10 Hldgs %
46.76%
Holding
180
New
4
Increased
19
Reduced
22
Closed
3

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$584K
2
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$231K
3
GTO icon
Invesco Total Return Bond ETF
GTO
+$216K
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$199K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$174K

Top Sells

1
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$944K
2
EZU icon
iShare MSCI Eurozone ETF
EZU
+$135K
3
CVX icon
Chevron
CVX
+$122K
4
JNJ icon
Johnson & Johnson
JNJ
+$82K
5
AAPL icon
Apple
AAPL
+$81.2K

Sector Composition

1 Technology 5.01%
2 Healthcare 2.42%
3 Consumer Discretionary 2.24%
4 Industrials 2%
5 Financials 1.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTEB icon
26
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$2.62M 0.82%
52,448
+994
+2% +$50.2K
MUB icon
27
iShares National Muni Bond ETF
MUB
$45.5B
$2.47M 0.77%
23,226
+1,067
+5% +$115K
FLIA icon
28
Franklin International Aggregate Bond ETF
FLIA
$765M
$2.38M 0.75%
117,340
-41
-0% -$833
VIG icon
29
Vanguard Dividend Appreciation ETF
VIG
$111B
$2.2M 0.69%
10,225
– –
XLP icon
30
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$2.15M 0.68%
26,284
– –
MSFT icon
31
Microsoft
MSFT
$2.98T
$2.11M 0.66%
5,697
– –
XLK icon
32
State Street Technology Select Sector SPDR ETF
XLK
$116B
$2.07M 0.65%
15,602
-400
-2% -$56.4K
ASHR icon
33
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.33B
$1.78M 0.56%
54,522
-93
-0.2% -$3.12K
LOW icon
34
Lowe's Companies
LOW
$121B
$1.63M 0.51%
6,905
– –
JNJ icon
35
Johnson & Johnson
JNJ
$602B
$1.63M 0.51%
6,648
-352
-5% -$82K
NOW icon
36
ServiceNow
NOW
$107B
$1.55M 0.49%
14,785
– –
ABBV icon
37
AbbVie
ABBV
$449B
$1.49M 0.47%
6,848
– –
EWA icon
38
iShares MSCI Australia ETF
EWA
$1.43B
$1.42M 0.45%
51,236
+122
+0.2% +$3.43K
MCHI icon
39
iShares MSCI China ETF
MCHI
$6.18B
$1.39M 0.44%
24,748
+54
+0.2% +$3.24K
BKNG icon
40
Booking.com
BKNG
$143B
$1.36M 0.43%
8,100
– –
LMT icon
41
Lockheed Martin
LMT
$118B
$1.35M 0.42%
2,231
– –
SHW icon
42
Sherwin-Williams
SHW
$83.4B
$1.32M 0.41%
4,110
– –
MELI icon
43
Mercado Libre
MELI
$94.2B
$1.28M 0.4%
739
– –
XOM icon
44
ExxonMobil
XOM
$605B
$1.26M 0.4%
7,423
-204
-3% -$29.8K
V icon
45
Visa
V
$694B
$1.15M 0.36%
3,810
– –
IWO icon
46
iShares Russell 2000 Growth ETF
IWO
$14.8B
$995K 0.31%
3,170
– –
CAT icon
47
Caterpillar
CAT
$404B
$992K 0.31%
1,400
– –
MCD icon
48
McDonald's
MCD
$194B
$964K 0.3%
3,101
– –
AMZN icon
49
Amazon
AMZN
$2.69T
$940K 0.3%
4,513
– –
PGR icon
50
Progressive
PGR
$120B
$928K 0.29%
4,680
– –
1
2
3 4 5

Similar funds

SEEDPG
S.E.E.D. Planning Group Binghamton, New York $344M AUM 15.24% 1-Year Est. Return
ICM
III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $345M AUM 48.39% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $345M AUM 10.59% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return

Acima Private Wealth's Q1 2026 Portfolio in Review

As of Q1 2026, Acima Private Wealth held 180 positions worth $319M, down 1.1% from $322M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Trading was light in Q1 2026: portfolio turnover was 3.9%. Acima Private Wealth opened 4 new positions and exited 3, leaving the 180-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 5% of assets, down from 5.8% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Acima Private Wealth's largest Q1 2026 buy was Waters Corp: 189 shares worth $56.3K.
  • Acima Private Wealth added most to iShares Core S&P 500 ETF in Q1 2026, an estimated $584K increase.
  • Acima Private Wealth's biggest Q1 2026 reduction was iShares Expanded Tech Sector ETF, cutting an estimated $944K.
  • Acima Private Wealth fully exited D.R. Horton in Q1 2026, selling an estimated $6.34K.
  • Acima Private Wealth's ten largest holdings make up 47% of its $319M portfolio in Q1 2026.
  • Acima Private Wealth opened 4 new positions and closed 3 in Q1 2026.
  • Acima Private Wealth's portfolio value fell 1.1% quarter-over-quarter to $319M.

Based on Acima Private Wealth's 13F filing for Q1 2026, filed 6 Apr 2026.