APW
Acima Private Wealth Portfolio holdings
AUM
$293M
This Quarter Return
+13.16%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$193M
AUM Growth
+$193M
(+16%)
Cap. Flow
+$9.34M
Cap. Flow
% of AUM
4.84%
Top 10 Holdings %
Top 10 Hldgs %
31.62%
Holding
250
New
19
Increased
38
Reduced
25
Closed
6
Top Buys
| 1 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$2.06M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.38M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.14M |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$957K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$634K |
Top Sells
| 1 |
Invesco CurrencyShares Euro Currency Trust
FXE
|
$2.04M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$351K |
| 3 |
Mercado Libre
MELI
|
$333K |
| 4 |
KraneShares CSI China Internet ETF
KWEB
|
$255K |
| 5 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$56.6K |
Sector Composition
| 1 | Technology | 8.57% |
| 2 | Healthcare | 4.42% |
| 3 | Consumer Discretionary | 4.29% |
| 4 | Industrials | 2.16% |
| 5 | Consumer Staples | 1.91% |
