We are live on ! Find out more
APW

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
RTX icon
51
RTX Corp
RTX
$262B
$905K 0.28%
4,694
– –
UNP icon
52
Union Pacific
UNP
$178B
$891K 0.28%
3,671
– –
EWU icon
53
iShares MSCI United Kingdom ETF
EWU
$4.01B
$875K 0.27%
19,206
+22
+0.1% +$1.01K
PG icon
54
Procter & Gamble
PG
$349B
$853K 0.27%
5,907
– –
GOOG icon
55
Alphabet (Google) Class C
GOOG
$4.21T
$824K 0.26%
2,873
– –
PEP icon
56
PepsiCo
PEP
$186B
$808K 0.25%
5,206
– –
VRTX icon
57
Vertex Pharmaceuticals
VRTX
$123B
$806K 0.25%
1,806
– –
ADP icon
58
Automatic Data Processing
ADP
$101B
$790K 0.25%
3,888
-38
-1% -$8.71K
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$124B
$780K 0.24%
7,316
– –
XLV icon
60
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$766K 0.24%
5,228
– –
IWM icon
61
iShares Russell 2000 ETF
IWM
$82.6B
$764K 0.24%
3,081
– –
ITW icon
62
Illinois Tool Works
ITW
$79.8B
$764K 0.24%
2,934
– –
COP icon
63
ConocoPhillips
COP
$138B
$719K 0.23%
5,450
– –
KO icon
64
Coca-Cola
KO
$351B
$689K 0.22%
9,066
– –
AMGN icon
65
Amgen
AMGN
$196B
$666K 0.21%
1,892
– –
SPY icon
66
State Street SPDR S&P 500 ETF Trust
SPY
$778B
$650K 0.2%
999
– –
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.22T
$644K 0.2%
2,240
– –
MRK icon
68
Merck
MRK
$315B
$573K 0.18%
4,764
– –
ACN icon
69
Accenture
ACN
$87.6B
$555K 0.17%
2,800
– –
HD icon
70
Home Depot
HD
$340B
$547K 0.17%
1,664
-18
-1% -$6.56K
CSCO icon
71
Cisco
CSCO
$444B
$511K 0.16%
6,591
– –
TXN icon
72
Texas Instruments
TXN
$262B
$491K 0.15%
2,530
– –
WMT icon
73
Walmart Inc
WMT
$905B
$485K 0.15%
3,900
– –
EFA icon
74
iShares MSCI EAFE ETF
EFA
$76.6B
$483K 0.15%
4,970
– –
EW icon
75
Edwards Lifesciences
EW
$49.4B
$473K 0.15%
5,904
– –
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.