APW
Acima Private Wealth Portfolio holdings
AUM
$319M
1-Year Est. Return
14.18%
This Fund
S&P 500
1 Year Est. Return
+14.18%
AUM
$319M
AUM Growth
-$3.6M
(-1.1%)
Holding
180
Top Buys
| 1 | +$584K | |
| 2 | +$231K | |
| 3 | +$216K | |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
+$199K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$174K |
Top Sells
| 1 | +$944K | |
| 2 | +$135K | |
| 3 | +$122K | |
| 4 |
Johnson & Johnson
JNJ
|
+$82K |
| 5 |
Apple
AAPL
|
+$81.2K |
Sector Composition
| 1 | Technology | 5.01% |
| 2 | Healthcare | 2.42% |
| 3 | Consumer Discretionary | 2.24% |
| 4 | Industrials | 2% |
| 5 | Financials | 1.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Occidental Petroleum Corp Warrants
OXY.WS
$32.8B
| $944 | ﹤0.01% |
22
|
|
||
177
Meta Platforms (Facebook)
META
$1.71T
| $572 | ﹤0.01% |
1
|
|
||
178
Raymond James Financial
RJF
$29.7B
| – | – |
-38
|
|
||
179
MetLife
MET
$50.3B
| – | – |
-67
|
|
||
180
D.R. Horton
DHI
$41.5B
| – | – |
-44
|
|