APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
-3.43%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$225M
AUM Growth
+$15.8M
(+7.6%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
10.45%
Top 10 Holdings %
Top 10 Hldgs %
37.83%
Holding
262
New
1
Increased
33
Reduced
27
Closed
13
Top Buys
Top Sells
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$493K |
| 2 |
CoStar Group
CSGP
|
$321K |
| 3 |
SPLK
Splunk Inc
SPLK
|
$262K |
| 4 |
Casella Waste Systems
CWST
|
$159K |
| 5 |
Eversource Energy
ES
|
$116K |
Sector Composition
| 1 | Technology | 8.63% |
| 2 | Healthcare | 4.12% |
| 3 | Consumer Discretionary | 3.51% |
| 4 | Industrials | 2.16% |
| 5 | Financials | 2.14% |
