APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+6.53%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$298M
AUM Growth
+$26.2M
(+9.6%)
Cap. Flow
+$9.38M
Cap. Flow
% of AUM
3.14%
Top 10 Holdings %
Top 10 Hldgs %
46.4%
Holding
184
New
1
Increased
26
Reduced
12
Closed
–
Top Buys
| 1 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
$2.38M |
| 2 |
iShares Core MSCI Europe ETF
IEUR
|
$1.36M |
| 3 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$1.29M |
| 4 |
iShare MSCI Eurozone ETF
EZU
|
$1.07M |
| 5 |
iShares MSCI United Kingdom ETF
EWU
|
$842K |
Top Sells
| 1 |
JPMorgan International Bond Opportunities ETF
JPIB
|
$952K |
| 2 |
ServiceNow
NOW
|
$894K |
| 3 |
Capital Group Core Plus Income ETF
CGCP
|
$342K |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$314K |
| 5 |
Eli Lilly
LLY
|
$83.3K |
Sector Composition
| 1 | Technology | 6.81% |
| 2 | Healthcare | 3.33% |
| 3 | Consumer Discretionary | 2.96% |
| 4 | Financials | 2.16% |
| 5 | Industrials | 1.94% |
