APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Fund
S&P 500
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 Sells

1 +$1.89M
2 +$1.67M
3 +$1.43M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.11M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$767K

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
276
$0 ﹤0.01%
2
277
$0 ﹤0.01%
67
278
-11
279
-35
280
$0 ﹤0.01%
107
281
$0 ﹤0.01%
+19
282
-17,365
283
$0 ﹤0.01%
21
284
$0 ﹤0.01%
+10