APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.59M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.58M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$824K

Top Sells

1
+$1.89M
2
+$1.68M
3
+$1.43M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.08M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$772K

Sector Composition

1 Technology 7.71%
2 Healthcare 5.41%
3 Consumer Discretionary 4.73%
4 Financials 3.61%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14K 0.01%
+175
227
$12K 0.01%
62
+50
228
$12K 0.01%
+181
229
$11K 0.01%
+374
230
$11K 0.01%
41
231
$10K 0.01%
+100
232
$10K 0.01%
140
233
$10K 0.01%
+125
234
$8K 0.01%
+200
235
$8K 0.01%
202
236
$7K 0.01%
200
237
$6K ﹤0.01%
184
238
$6K ﹤0.01%
229
239
$6K ﹤0.01%
24
240
$6K ﹤0.01%
483
+19
241
$6K ﹤0.01%
68
242
$5K ﹤0.01%
195
243
$5K ﹤0.01%
22
244
$5K ﹤0.01%
27
245
$4K ﹤0.01%
62
246
$4K ﹤0.01%
21
247
$4K ﹤0.01%
210
248
$3K ﹤0.01%
78
249
$3K ﹤0.01%
73
250
$3K ﹤0.01%
22
8 9
10
11 12