APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
+3.81%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$203M
AUM Growth
+$10.4M
(+5.4%)
Cap. Flow
+$4.03M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
31.07%
Holding
248
New
3
Increased
36
Reduced
29
Closed
6
Top Buys
Top Sells
| 1 |
Microsoft
MSFT
|
$626K |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$546K |
| 3 |
Vanguard Russell 2000 ETF
VTWO
|
$503K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$305K |
| 5 |
Oracle
ORCL
|
$175K |
Sector Composition
| 1 | Technology | 7.55% |
| 2 | Healthcare | 4.16% |
| 3 | Consumer Discretionary | 4.07% |
| 4 | Industrials | 2.21% |
| 5 | Financials | 2% |
