APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+6.92%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$293M
AUM Growth
+$14.8M
(+5.3%)
Cap. Flow
-$2.45M
Cap. Flow
% of AUM
-0.84%
Top 10 Holdings %
Top 10 Hldgs %
46.34%
Holding
187
New
7
Increased
15
Reduced
31
Closed
7
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.46M |
| 2 |
Applied Finance Valuation Large Cap ETF
VSLU
|
$1.1M |
| 3 |
Union Pacific
UNP
|
$736K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$431K |
| 5 |
Coca-Cola
KO
|
$431K |
Top Sells
| 1 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.02M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.01M |
| 3 |
Invesco Total Return Bond ETF
GTO
|
$958K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$800K |
| 5 |
Integer Holdings
ITGR
|
$472K |
Sector Composition
| 1 | Technology | 6.11% |
| 2 | Consumer Discretionary | 2.84% |
| 3 | Healthcare | 2.37% |
| 4 | Financials | 2.32% |
| 5 | Industrials | 1.86% |
