APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$2.08M
3 +$2.08M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.07M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.84M

Sector Composition

1 Technology 5.77%
2 Consumer Discretionary 2.44%
3 Healthcare 2.4%
4 Financials 1.96%
5 Industrials 1.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VWO icon
151
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$19.6K 0.01%
365
ESGV icon
152
Vanguard ESG US Stock ETF
ESGV
$12B
$19.1K 0.01%
158
ORLY icon
153
O'Reilly Automotive
ORLY
$79B
$17.8K 0.01%
195
-225
USMV icon
154
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$17.7K 0.01%
188
SCHW icon
155
Charles Schwab
SCHW
$183B
$16.9K 0.01%
169
USB icon
156
US Bancorp
USB
$83.9B
$13.4K ﹤0.01%
252
AMT icon
157
American Tower
AMT
$85B
$13.2K ﹤0.01%
75
-25
DUK icon
158
Duke Energy
DUK
$92.5B
$12.9K ﹤0.01%
110
D icon
159
Dominion Energy
D
$51.5B
$12.5K ﹤0.01%
213
ADI icon
160
Analog Devices
ADI
$148B
$11.9K ﹤0.01%
44
-6
AMP icon
161
Ameriprise Financial
AMP
$47.2B
$11.3K ﹤0.01%
23
TGT icon
162
Target
TGT
$50.3B
$10.9K ﹤0.01%
112
OXY icon
163
Occidental Petroleum
OXY
$42.5B
$7.44K ﹤0.01%
181
VIK icon
164
Viking Holdings
VIK
$31.1B
$7.14K ﹤0.01%
100
DHI icon
165
D.R. Horton
DHI
$46.9B
$6.34K ﹤0.01%
44
RJF icon
166
Raymond James Financial
RJF
$33.9B
$6.1K ﹤0.01%
38
HIG icon
167
Hartford Financial Services
HIG
$36.5B
$5.79K ﹤0.01%
42
MET icon
168
MetLife
MET
$51.3B
$5.29K ﹤0.01%
67
MS icon
169
Morgan Stanley
MS
$304B
$4.62K ﹤0.01%
26
NDAQ icon
170
Nasdaq
NDAQ
$57.3B
$4.47K ﹤0.01%
46
GS icon
171
Goldman Sachs
GS
$293B
$4.39K ﹤0.01%
5
EBAY icon
172
eBay
EBAY
$43.4B
$4.01K ﹤0.01%
46
T icon
173
AT&T
T
$168B
$2.88K ﹤0.01%
116
TROW icon
174
T. Rowe Price
TROW
$23.4B
$1.74K ﹤0.01%
17
META icon
175
Meta Platforms (Facebook)
META
$1.56T
$660 ﹤0.01%
1
-137