APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
-16.17%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$130M
AUM Growth
-$14.9M
(-10%)
Cap. Flow
+$9.71M
Cap. Flow
% of AUM
7.48%
Top 10 Holdings %
Top 10 Hldgs %
32.18%
Holding
304
New
4
Increased
29
Reduced
70
Closed
34
Top Buys
| 1 |
iShare MSCI Eurozone ETF
EZU
|
$3.28M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.06M |
| 3 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$2.69M |
| 4 |
iShares MSCI China ETF
MCHI
|
$2.52M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.51M |
Top Sells
Sector Composition
| 1 | Technology | 8.08% |
| 2 | Healthcare | 5.64% |
| 3 | Consumer Discretionary | 3.99% |
| 4 | Industrials | 2.85% |
| 5 | Consumer Staples | 2.73% |
