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APW

Acima Private Wealth Portfolio holdings

AUM $344M Turnover 3.95%
1-Year Est. Return 11.21%
This Fund
S&P 500
This Quarter Est. Return
-0.39%
1 Year Est. Return
+11.21%
3 Year Est. Return
+51.05%
5 Year Est. Return
+46.55%
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
Avg Time Held
5.9 years
Top 10 Avg Time Held
3 years
Top 20 Avg Time Held
3.6 years

Top Buys

Rank Stock Value
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

Rank Stock Value
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

Rank Sector Weight
1 Miscellaneous 83.36%
2 Technology 5.01%
3 Healthcare 2.42%
4 Consumer Discretionary 2.24%
5 Industrials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
RTX icon
51
RTX Corp
RTX
$252B
$905K 0.28%
4,694
– –
2018 Q4
29 quarters
UNP icon
52
Union Pacific
UNP
$172B
$891K 0.28%
3,671
– –
2018 Q4
29 quarters
EWU icon
53
iShares MSCI United Kingdom ETF
EWU
$3.77B
$875K 0.27%
19,206
+22
+0.1% +$1.01K
2024 Q3
6 quarters
PG icon
54
Procter & Gamble
PG
$365B
$853K 0.27%
5,907
– –
2018 Q4
29 quarters
GOOG icon
55
Alphabet (Google) Class C
GOOG
$4.22T
$824K 0.26%
2,873
– –
2018 Q4
29 quarters
PEP icon
56
PepsiCo
PEP
$175B
$808K 0.25%
5,206
– –
2018 Q4
29 quarters
VRTX icon
57
Vertex Pharmaceuticals
VRTX
$129B
$806K 0.25%
1,806
– –
2018 Q4
29 quarters
ADP icon
58
Automatic Data Processing
ADP
$113B
$790K 0.25%
3,888
-38
-1% -$8.71K
2018 Q4
29 quarters
IWF icon
59
iShares Russell 1000 Growth ETF
IWF
$127B
$780K 0.24%
7,316
– –
2018 Q4
29 quarters
XLV icon
60
State Street Health Care Select Sector SPDR ETF
XLV
$45.9B
$766K 0.24%
5,228
– –
2018 Q4
29 quarters
IWM icon
61
iShares Russell 2000 ETF
IWM
$77.5B
$764K 0.24%
3,081
– –
2018 Q4
29 quarters
ITW icon
62
Illinois Tool Works
ITW
$77.2B
$764K 0.24%
2,934
– –
2018 Q4
29 quarters
COP icon
63
ConocoPhillips
COP
$170B
$719K 0.23%
5,450
– –
2018 Q4
29 quarters
KO icon
64
Coca-Cola
KO
$396B
$689K 0.22%
9,066
– –
2018 Q4
29 quarters
AMGN icon
65
Amgen
AMGN
$235B
$666K 0.21%
1,892
– –
2018 Q4
29 quarters
SPY icon
66
State Street SPDR S&P 500 ETF Trust
SPY
$815B
$650K 0.2%
999
– –
2018 Q4
29 quarters
GOOGL icon
67
Alphabet (Google) Class A
GOOGL
$4.27T
$644K 0.2%
2,240
– –
2018 Q4
29 quarters
MRK icon
68
Merck
MRK
$358B
$573K 0.18%
4,764
– –
2018 Q4
29 quarters
ACN icon
69
Accenture
ACN
$138B
$555K 0.17%
2,800
– –
2018 Q4
29 quarters
HD icon
70
Home Depot
HD
$308B
$547K 0.17%
1,664
-18
-1% -$6.56K
2018 Q4
29 quarters
CSCO icon
71
Cisco
CSCO
$433B
$511K 0.16%
6,591
– –
2018 Q4
29 quarters
TXN icon
72
Texas Instruments
TXN
$255B
$491K 0.15%
2,530
– –
2018 Q4
29 quarters
WMT icon
73
Walmart Inc
WMT
$935B
$485K 0.15%
3,900
– –
2018 Q4
29 quarters
EFA icon
74
iShares MSCI EAFE ETF
EFA
$76.9B
$483K 0.15%
4,970
– –
2018 Q4
29 quarters
EW icon
75
Edwards Lifesciences
EW
$50.8B
$473K 0.15%
5,904
– –
2018 Q4
29 quarters
1 2
3
4 5

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AW
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SCP
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WWM
Westwood Wealth Management Los Angeles, California $345M AUM 113.04% 1-Year Est. Return
WFI
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HPC
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GSC
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BMC
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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 Miscellaneous at 83% of assets, up from 83% a quarter earlier, followed by Technology and Healthcare.

  • 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.