APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+7.41%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$166M
AUM Growth
+$11M
(+7.1%)
Cap. Flow
+$1.28M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
31.62%
Holding
247
New
4
Increased
33
Reduced
43
Closed
23
Top Buys
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.72M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.36M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$2.28M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$2.23M |
| 5 |
iShare MSCI Eurozone ETF
EZU
|
$1.53M |
Top Sells
Sector Composition
| 1 | Technology | 9.09% |
| 2 | Healthcare | 4.98% |
| 3 | Consumer Discretionary | 4.68% |
| 4 | Industrials | 2.32% |
| 5 | Consumer Staples | 2.16% |
