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
$319M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1 +$1.75M
2 +$1.66M
3 +$1.09M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.08M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.08M

Top Sells

1 +$574K
2 +$141K
3 +$98.1K
4
MSCI icon
MSCI
MSCI
+$88.2K
5
CB icon
Chubb
CB
+$76.5K

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 2.6%
3 Healthcare 2.34%
4 Financials 2.07%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BAC icon
151
Bank of America
BAC
$379B
$36.4K 0.01%
706
XLU icon
152
State Street Utilities Select Sector SPDR ETF
XLU
$22.1B
$31.7K 0.01%
728
XLI icon
153
State Street Industrial Select Sector SPDR ETF
XLI
$28.1B
$30.2K 0.01%
196
SOLV icon
154
Solventum
SOLV
$14B
$21.9K 0.01%
300
VWO icon
155
Vanguard FTSE Emerging Markets ETF
VWO
$111B
$19.8K 0.01%
365
AMT icon
156
American Tower
AMT
$85B
$19.2K 0.01%
100
ESGV icon
157
Vanguard ESG US Stock ETF
ESGV
$12B
$18.7K 0.01%
158
-194
USMV icon
158
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$17.9K 0.01%
188
-32
GLD icon
159
SPDR Gold Trust
GLD
$158B
$17.8K 0.01%
+50
SCHW icon
160
Charles Schwab
SCHW
$183B
$16.1K 0.01%
+169
DUK icon
161
Duke Energy
DUK
$92.5B
$13.6K ﹤0.01%
110
D icon
162
Dominion Energy
D
$51.5B
$13K ﹤0.01%
213
ADI icon
163
Analog Devices
ADI
$148B
$12.3K ﹤0.01%
+50
USB icon
164
US Bancorp
USB
$83.9B
$12.2K ﹤0.01%
252
AMP icon
165
Ameriprise Financial
AMP
$47.2B
$11.3K ﹤0.01%
+23
TGT icon
166
Target
TGT
$50.3B
$10K ﹤0.01%
+112
OXY icon
167
Occidental Petroleum
OXY
$42.5B
$8.55K ﹤0.01%
181
+1
DHI icon
168
D.R. Horton
DHI
$46.9B
$7.46K ﹤0.01%
+44
RJF icon
169
Raymond James Financial
RJF
$33.9B
$6.56K ﹤0.01%
+38
VIK icon
170
Viking Holdings
VIK
$31.1B
$6.22K ﹤0.01%
100
HIG icon
171
Hartford Financial Services
HIG
$36.5B
$5.6K ﹤0.01%
42
MET icon
172
MetLife
MET
$51.3B
$5.52K ﹤0.01%
+67
EBAY icon
173
eBay
EBAY
$43.4B
$4.18K ﹤0.01%
46
MS icon
174
Morgan Stanley
MS
$304B
$4.13K ﹤0.01%
26
NDAQ icon
175
Nasdaq
NDAQ
$57.3B
$4.07K ﹤0.01%
+46