APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+0.04%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$131M
AUM Growth
+$4.07M
(+3.2%)
Cap. Flow
+$4.46M
Cap. Flow
% of AUM
3.41%
Top 10 Holdings %
Top 10 Hldgs %
33.83%
Holding
284
New
27
Increased
81
Reduced
9
Closed
5
Top Buys
| 1 |
iShares Core MSCI Europe ETF
IEUR
|
$1.73M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$1.62M |
| 3 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$1.59M |
| 4 |
JPMorgan BetaBuilders Japan ETF
BBJP
|
$1.58M |
| 5 |
iShares MSCI Europe Financials ETF
EUFN
|
$824K |
Top Sells
Sector Composition
| 1 | Technology | 7.71% |
| 2 | Healthcare | 5.41% |
| 3 | Consumer Discretionary | 4.73% |
| 4 | Financials | 3.61% |
| 5 | Industrials | 3.51% |
