APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
-9.21%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.19%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 7.76% |
| 2 | Healthcare | 6.29% |
| 3 | Consumer Discretionary | 4.69% |
| 4 | Financials | 3.64% |
| 5 | Industrials | 3.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Hershey
HSY
$37.6B
| $33K | 0.03% |
+308
| New | +$33K |
|
177
Suncor Energy
SU
$48.5B
| $32K | 0.03% |
+1,130
| New | +$32K |
|
178
Celanese
CE
$5.34B
| $31K | 0.03% |
+350
| New | +$31K |
|
179
Cognizant
CTSH
$35.1B
| $29K | 0.03% |
+452
| New | +$29K |
|
180
Diageo
DEO
$61.3B
| $29K | 0.03% |
+205
| New | +$29K |
|
181
General Mills
GIS
$27B
| $29K | 0.03% |
+757
| New | +$29K |
|
182
American Tower
AMT
$92.9B
| $27K | 0.03% |
+171
| New | +$27K |
|
183
Cencora
COR
$56.7B
| $26K | 0.03% |
+345
| New | +$26K |
|
184
Manulife Financial
MFC
$52.1B
| $25K | 0.02% |
+1,765
| New | +$25K |
|
185
Molson Coors Class B
TAP
$9.96B
| $25K | 0.02% |
+447
| New | +$25K |
|
186
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54.8B
| $25K | 0.02% |
+303
| New | +$25K |
|
187
Comcast
CMCSA
$125B
| $25K | 0.02% |
+736
| New | +$25K |
|
188
Kellanova
K
$27.8B
| $25K | 0.02% |
+476
| New | +$25K |
|
189
Campbell Soup
CPB
$10.1B
| $24K | 0.02% |
+728
| New | +$24K |
|
190
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.28B
| $24K | 0.02% |
+300
| New | +$24K |
|
|
CDK
191
DELISTED
CDK Global, Inc.
CDK
| $24K | 0.02% |
+496
| New | +$24K |
|
192
Vanguard Short-Term Bond ETF
BSV
$38.5B
| $23K | 0.02% |
+290
| New | +$23K |
|
193
Stock Yards Bancorp
SYBT
$2.34B
| $21K | 0.02% |
+643
| New | +$21K |
|
194
Ameriprise Financial
AMP
$46.1B
| $20K | 0.02% |
+195
| New | +$20K |
|
195
Gilead Sciences
GILD
$143B
| $19K | 0.02% |
+296
| New | +$19K |
|
196
Conagra Brands
CAG
$9.23B
| $18K | 0.02% |
+820
| New | +$18K |
|
|
CHX
197
DELISTED
ChampionX
CHX
| $17K | 0.02% |
+625
| New | +$17K |
|
198
Target
TGT
$42.3B
| $16K | 0.02% |
+246
| New | +$16K |
|
199
CME Group
CME
$94.4B
| $15K | 0.01% |
+78
| New | +$15K |
|
200
Illumina
ILMN
$15.7B
| $15K | 0.01% |
+52
| New | +$15K |
|