APW
Acima Private Wealth Portfolio holdings
AUM
$322M
1-Year Est. Return
14.37%
1 Year Est. Return
+14.37%
AUM
$322M
AUM Growth
+$2.86M
(+0.9%)
Holding
179
Top Buys
| 1 | +$2.15M | |
| 2 | +$2.08M | |
| 3 | +$2.08M | |
| 4 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$2.07M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.84M |
Top Sells
| 1 | +$3.21M | |
| 2 | +$2.78M | |
| 3 | +$1.66M | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$648K |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$638K |
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 | |
|---|---|---|---|---|---|---|
176
Occidental Petroleum Corp Warrants
OXY.WS
$20.1B
| $424 | ﹤0.01% |
22
|
|
||
177
Veeva Systems
VEEV
$36B
| – | – |
-792
|
|
||
178
Okta
OKTA
$16.3B
| – | – |
-1,579
|
|
||
179
HubSpot
HUBS
$17.2B
| – | – |
-366
|
|