APW
Acima Private Wealth Portfolio holdings
AUM
$293M
This Quarter Return
+3.23%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+8.5%)
Cap. Flow
+$6.27M
Cap. Flow
% of AUM
4.94%
Top 10 Holdings %
Top 10 Hldgs %
34.86%
Holding
267
New
4
Increased
31
Reduced
5
Closed
9
Top Buys
Top Sells
| 1 |
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
|
$2.82M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
$419K |
| 3 |
DuPont de Nemours
DD
|
$153K |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$35.9K |
| 5 |
Exxon Mobil
XOM
|
$30.7K |
Sector Composition
| 1 | Technology | 7.69% |
| 2 | Healthcare | 5.6% |
| 3 | Consumer Discretionary | 4.76% |
| 4 | Financials | 3.61% |
| 5 | Industrials | 3.46% |
