APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
-5.83%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$195M
AUM Growth
-$5.8M
(-2.9%)
Cap. Flow
+$6.87M
Cap. Flow
% of AUM
3.53%
Top 10 Holdings %
Top 10 Hldgs %
37.67%
Holding
236
New
1
Increased
15
Reduced
5
Closed
8
Top Buys
Top Sells
| 1 |
iShares MSCI South Korea ETF
EWY
|
$1.02M |
| 2 |
iShare MSCI Eurozone ETF
EZU
|
$900K |
| 3 |
Meta Platforms (Facebook)
META
|
$389K |
| 4 |
Walt Disney
DIS
|
$142K |
| 5 |
APA Corp
APA
|
$68.4K |
Sector Composition
| 1 | Technology | 7.35% |
| 2 | Healthcare | 4.5% |
| 3 | Consumer Discretionary | 3.18% |
| 4 | Industrials | 2.1% |
| 5 | Financials | 1.94% |
