We are live on ! Find out more
APW

Acima Private Wealth Portfolio holdings

AUM $344M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
-9.21%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow %
105.18%
Top 10 Hldgs %
40.19%
Holding
297
New
297
Increased
–
Reduced
–
Closed
–

Top Buys

1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$6.95M
2
PICB icon
Invesco International Corporate Bond ETF
PICB
+$6.53M
3
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$5.84M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.63M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWOB icon
1
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.21B
$6.96M 6.82%
+93,352
New +$6.95M
PICB icon
2
Invesco International Corporate Bond ETF
PICB
$352M
$6.5M 6.37%
+258,170
New +$6.53M
IBND icon
3
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$458M
$5.87M 5.74%
+178,061
New +$5.84M
GIGB icon
4
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$967M
$5.65M 5.53%
+119,431
New +$5.63M
XLP icon
5
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$4.54M 4.45%
+89,456
New +$4.85M
XLV icon
6
State Street Health Care Select Sector SPDR ETF
XLV
$41.4B
$2.96M 2.9%
+34,165
New +$3.09M
FXE icon
7
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
$2.4M 2.35%
+21,938
New +$2.4M
IWP icon
8
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$2.28M 2.23%
+40,100
New +$2.44M
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$662B
$2.04M 2%
+15,990
New +$2.21M
XOP icon
10
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.4B
$1.84M 1.81%
+17,365
New +$2.43M
AAPL icon
11
Apple
AAPL
$4.88T
$1.75M 1.72%
+44,396
New +$2.15M
IGM icon
12
iShares Expanded Tech Sector ETF
IGM
$10.1B
$1.66M 1.62%
+57,900
New +$1.79M
COMT icon
13
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
$1.16B
$1.52M 1.48%
+49,713
New +$1.79M
JPST icon
14
JPMorgan Ultra-Short Income ETF
JPST
$39.8B
$1.51M 1.48%
+30,154
New +$1.51M
EWZ icon
15
iShares MSCI Brazil ETF
EWZ
$9.11B
$1.2M 1.18%
+31,501
New +$1.22M
JJG
16
DELISTED
iPath Series B Bloomberg Grains Subindex Total ReturnSM ETN
JJG
$1.2M 1.18%
+25,651
New +$1.22M
MSFT icon
17
Microsoft
MSFT
$2.97T
$1.11M 1.09%
+10,929
New +$1.17M
JNJ icon
18
Johnson & Johnson
JNJ
$603B
$1.03M 1.01%
+7,967
New +$1.11M
IWM icon
19
iShares Russell 2000 ETF
IWM
$82.3B
$1.01M 0.99%
+7,533
New +$1.12M
VIG icon
20
Vanguard Dividend Appreciation ETF
VIG
$111B
$1M 0.98%
+10,225
New +$1.07M
XLK icon
21
State Street Technology Select Sector SPDR ETF
XLK
$115B
$953K 0.93%
+30,754
New +$1.04M
HYEM icon
22
VanEck Emerging Markets High Yield Bond ETF
HYEM
$523M
$916K 0.9%
+40,920
New +$923K
V icon
23
Visa
V
$690B
$910K 0.89%
+6,897
New +$953K
ADBE icon
24
Adobe
ADBE
$93.3B
$875K 0.86%
+3,868
New +$934K
VGK icon
25
Vanguard FTSE Europe ETF
VGK
$30B
$825K 0.81%
+16,962
New +$874K
1
2 3 4 5

Similar funds

SEEDPG
S.E.E.D. Planning Group Binghamton, New York $344M AUM 15.24% 1-Year Est. Return
ICM
III Capital Management Boca Raton, Florida $344M AUM 11.22% 1-Year Est. Return
GLCM
Greenlea Lane Capital Management Weston, Connecticut $344M AUM 14.33% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $345M AUM 48.39% 1-Year Est. Return
AIM
Aikya Investment Management London, United Kingdom $345M AUM 10.59% 1-Year Est. Return
FMB
Field & Main Bank Henderson, Kentucky $344M AUM 23.98% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
TCMNY
Thrive Capital Management (New York) New York $344M AUM 25.6% 1-Year Est. Return