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APW
Acima Private Wealth Portfolio holdings
AUM
$344M
1-Year Est. Return
17.02%
This Fund
S&P 500
This Quarter
Est. Return
+9.59%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$344M
AUM Growth
+$25.7M
(+8.1%)
Cap. Flow
-$1.09M
Cap. Flow
% of AUM
-0.32%
Top 10 Holdings %
Top 10 Hldgs %
47.27%
Holding
178
New
1
Increased
16
Reduced
23
Closed
5
Top Buys
| 1 |
iShares MSCI All Country Asia ex Japan ETF
AAXJ
|
+$2.81M |
| 2 |
Applied Finance Valuation Large Cap ETF
VSLU
|
+$1.58M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$990K |
| 4 |
Invesco Total Return Bond ETF
GTO
|
+$567K |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$558K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.99M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.17M |
| 3 |
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
|
+$1.17M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$774K |
| 5 |
iShares MSCI China ETF
MCHI
|
+$773K |
Sector Composition
| 1 | Technology | 5.07% |
| 2 | Healthcare | 2.37% |
| 3 | Consumer Discretionary | 2.08% |
| 4 | Industrials | 1.87% |
| 5 | Financials | 1.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Honeywell
HON
$71.7B
| – | – |
-1,610
| Closed | -$364K |
|
177
Intel
INTC
$487B
| – | – |
-6,297
| Closed | -$278K |
|
|
SCHW
178
Charles Schwab
SCHW
$179B
| – | – |
-169
| Closed | -$15.9K |
|
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