APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Fund
S&P 500
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 +$2.1M
2 +$2.09M
3 +$2.09M
4
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$2.08M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.82M

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
$115B
$19.6K 0.01%
365
ESGV icon
152
Vanguard ESG US Stock ETF
ESGV
$11.7B
$19.1K 0.01%
158
ORLY icon
153
O'Reilly Automotive
ORLY
$80B
$17.8K 0.01%
195
-225
USMV icon
154
iShares MSCI USA Min Vol Factor ETF
USMV
$23.7B
$17.7K 0.01%
188
SCHW icon
155
Charles Schwab
SCHW
$171B
$16.9K 0.01%
169
USB icon
156
US Bancorp
USB
$85.3B
$13.4K ﹤0.01%
252
AMT icon
157
American Tower
AMT
$89.2B
$13.2K ﹤0.01%
75
-25
DUK icon
158
Duke Energy
DUK
$103B
$12.9K ﹤0.01%
110
D icon
159
Dominion Energy
D
$53.9B
$12.5K ﹤0.01%
213
ADI icon
160
Analog Devices
ADI
$173B
$11.9K ﹤0.01%
44
-6
AMP icon
161
Ameriprise Financial
AMP
$43.5B
$11.3K ﹤0.01%
23
TGT icon
162
Target
TGT
$51.1B
$10.9K ﹤0.01%
112
OXY icon
163
Occidental Petroleum
OXY
$53B
$7.44K ﹤0.01%
181
VIK icon
164
Viking Holdings
VIK
$32.9B
$7.14K ﹤0.01%
100
DHI icon
165
D.R. Horton
DHI
$45B
$6.34K ﹤0.01%
44
RJF icon
166
Raymond James Financial
RJF
$30.7B
$6.1K ﹤0.01%
38
HIG icon
167
Hartford Financial Services
HIG
$39.4B
$5.79K ﹤0.01%
42
MET icon
168
MetLife
MET
$48.2B
$5.29K ﹤0.01%
67
MS icon
169
Morgan Stanley
MS
$267B
$4.62K ﹤0.01%
26
NDAQ icon
170
Nasdaq
NDAQ
$50.4B
$4.47K ﹤0.01%
46
GS icon
171
Goldman Sachs
GS
$260B
$4.39K ﹤0.01%
5
EBAY icon
172
eBay
EBAY
$40.1B
$4.01K ﹤0.01%
46
T icon
173
AT&T
T
$197B
$2.88K ﹤0.01%
116
TROW icon
174
T. Rowe Price
TROW
$20.8B
$1.74K ﹤0.01%
17
META icon
175
Meta Platforms (Facebook)
META
$1.66T
$660 ﹤0.01%
1
-137