APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$2.38M
3
+$2.14M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.57M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$1.12M

Top Sells

1
+$6.96M
2
+$2.43M
3
+$1.52M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$765K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$636K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.07%
3 Consumer Discretionary 4.95%
4 Industrials 3.63%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1K ﹤0.01%
10
252
$1K ﹤0.01%
25
253
$1K ﹤0.01%
10
254
$1K ﹤0.01%
76
255
$1K ﹤0.01%
10
256
$1K ﹤0.01%
96
-42
257
$1K ﹤0.01%
41
258
$1K ﹤0.01%
1
259
$1K ﹤0.01%
67
260
$1K ﹤0.01%
107
261
– –
-39
262
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-31
263
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264
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265
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-4
266
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270
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271
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-795
272
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273
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274
$0 ﹤0.01%
+2
275
– –
-2,000
9 10
11
12 13