APW
Acima Private Wealth Portfolio holdings
AUM
$293M
This Quarter Return
+0.98%
1 Year Return
+11.55%
3 Year Return
+38.08%
5 Year Return
+64.05%
10 Year Return
–
AUM
$272M
AUM Growth
+$272M
(+0.35%)
Cap. Flow
-$494K
Cap. Flow
% of AUM
-0.18%
Top 10 Holdings %
Top 10 Hldgs %
47.34%
Holding
203
New
5
Increased
19
Reduced
26
Closed
17
Top Buys
| 1 |
Avantis Emerging Markets Equity ETF
AVEM
|
$5.7M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.9M |
| 3 |
iShare MSCI Eurozone ETF
EZU
|
$2.39M |
| 4 |
Applied Finance Valuation Large Cap ETF
VSLU
|
$2.33M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.28M |
Top Sells
Sector Composition
| 1 | Technology | 7.28% |
| 2 | Healthcare | 3.54% |
| 3 | Consumer Discretionary | 2.82% |
| 4 | Financials | 2.1% |
| 5 | Industrials | 1.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
201
Kellanova
K
$27.5B
| – | – |
-22
| Closed | -$1.26K |
|
202
KraneShares CSI China Internet ETF
KWEB
$8.51B
| – | – |
-28,593
| Closed | -$751K |
|
203
Marriott International Class A Common Stock
MAR
$72B
| – | – |
0
| – | – |
|