APW
Acima Private Wealth Portfolio holdings
AUM
$293M
This Quarter Return
-1.85%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$297M
AUM Growth
+$297M
(-0.43%)
Cap. Flow
+$5.23M
Cap. Flow
% of AUM
1.76%
Top 10 Holdings %
Top 10 Hldgs %
45.47%
Holding
184
New
–
Increased
19
Reduced
15
Closed
–
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$7.91M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.79M |
| 3 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$1.16M |
| 4 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.15M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$1.11M |
Top Sells
Sector Composition
| 1 | Technology | 7.21% |
| 2 | Consumer Discretionary | 2.91% |
| 3 | Healthcare | 2.84% |
| 4 | Financials | 2.27% |
| 5 | Industrials | 1.82% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
176
Citigroup
C
$175B
| $7.74K | ﹤0.01% |
110
| – | – |
|
177
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$331M
| $4.85K | ﹤0.01% |
75
| – | – |
|
178
Hartford Financial Services
HIG
$37.4B
| $4.6K | ﹤0.01% |
42
| – | – |
|
179
Viking Holdings
VIK
$27.7B
| $4.41K | ﹤0.01% |
100
| – | – |
|
180
Morgan Stanley
MS
$237B
| $3.27K | ﹤0.01% |
26
| – | – |
|
181
eBay
EBAY
$41.2B
| $2.85K | ﹤0.01% |
46
| – | – |
|
182
AT&T
T
$208B
| $2.64K | ﹤0.01% |
116
| – | – |
|
183
T Rowe Price
TROW
$23.2B
| $1.92K | ﹤0.01% |
17
| – | – |
|
184
Cigna
CI
$80.2B
| $1.11K | ﹤0.01% |
4
| – | – |
|