APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.22M
3
+$2.07M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.95M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1M

Top Sells

1
+$8.02M
2
+$2.33M
3
+$2.08M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.98M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.8M

Sector Composition

1 Technology 7.26%
2 Healthcare 4.97%
3 Consumer Discretionary 3.35%
4 Industrials 2.59%
5 Financials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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230
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231
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234
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6 7 8 9
10