APW
Acima Private Wealth Portfolio holdings
AUM
$293M
1-Year Return
11.55%
This Quarter Return
-11.07%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$200M
AUM Growth
-$16.2M
(-7.5%)
Cap. Flow
+$9.76M
Cap. Flow
% of AUM
4.87%
Top 10 Holdings %
Top 10 Hldgs %
36.48%
Holding
243
New
5
Increased
21
Reduced
28
Closed
7
Top Buys
Top Sells
| 1 |
Vanguard Russell 2000 ETF
VTWO
|
$2.65M |
| 2 |
iShares MSCI Mexico ETF
EWW
|
$1.71M |
| 3 |
iShares MSCI Europe Financials ETF
EUFN
|
$1.36M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$987K |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
$837K |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Healthcare | 4.67% |
| 3 | Consumer Discretionary | 3% |
| 4 | Industrials | 2.21% |
| 5 | Financials | 1.99% |
