APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+5%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$232M
AUM Growth
+$14.8M
(+6.8%)
Cap. Flow
+$5.97M
Cap. Flow
% of AUM
2.57%
Top 10 Holdings %
Top 10 Hldgs %
31.79%
Holding
244
New
10
Increased
36
Reduced
23
Closed
4
Top Buys
| 1 |
SPDR S&P China ETF
GXC
|
$2M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$958K |
| 3 |
Invesco China Technology ETF
CQQQ
|
$751K |
| 4 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$669K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$523K |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.44M |
| 2 |
iShares MSCI China ETF
MCHI
|
$1.11M |
| 3 |
KraneShares CSI China Internet ETF
KWEB
|
$519K |
| 4 |
iShares MSCI India ETF
INDA
|
$390K |
| 5 |
Microsoft
MSFT
|
$319K |
Sector Composition
| 1 | Technology | 8.44% |
| 2 | Healthcare | 4.16% |
| 3 | Consumer Discretionary | 3.82% |
| 4 | Industrials | 2.05% |
| 5 | Financials | 2% |
