APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+5.54%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$204M
AUM Growth
+$8.59M
(+4.4%)
Cap. Flow
-$75.8K
Cap. Flow
% of AUM
-0.04%
Top 10 Holdings %
Top 10 Hldgs %
34.69%
Holding
293
New
65
Increased
64
Reduced
14
Closed
6
Top Buys
| 1 |
Janus Henderson Mortgage-Backed Securities ETF
JMBS
|
$3.26M |
| 2 |
iShares MBS ETF
MBB
|
$3.24M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$1.31M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$575K |
| 5 |
S&P Global
SPGI
|
$285K |
Top Sells
Sector Composition
| 1 | Technology | 8.96% |
| 2 | Healthcare | 4.86% |
| 3 | Consumer Discretionary | 3.86% |
| 4 | Industrials | 2.71% |
| 5 | Financials | 2.42% |
