APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.66M
3 +$1.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.08M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.08M

Top Sells

1 +$574K
2 +$141K
3 +$98.1K
4
MSCI icon
MSCI
MSCI
+$88.2K
5
CB icon
Chubb
CB
+$76.5K

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 2.6%
3 Healthcare 2.34%
4 Financials 2.07%
5 Industrials 1.81%