APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
-3.33%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$217M
AUM Growth
-$15.9M
(-6.8%)
Cap. Flow
-$5.45M
Cap. Flow
% of AUM
-2.52%
Top 10 Holdings %
Top 10 Hldgs %
34.18%
Holding
247
New
8
Increased
23
Reduced
54
Closed
10
Top Buys
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$4.92M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.33M |
| 3 |
SPDR S&P China ETF
GXC
|
$2M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.34M |
| 5 |
RSX
VanEck Russia ETF
RSX
|
$1.24M |
Sector Composition
| 1 | Technology | 8.32% |
| 2 | Healthcare | 4.46% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Industrials | 2.31% |
| 5 | Financials | 2.15% |
