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APW

Acima Private Wealth Portfolio holdings

AUM $344M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
+3.23%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
+$6.35M
Cap. Flow %
5.01%
Top 10 Hldgs %
34.86%
Holding
266
New
4
Increased
31
Reduced
6
Closed
9

Top Buys

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.65M
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.44M
3
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$2.26M
4
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$441K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$270K

Top Sells

1
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.73M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$419K
3
DD icon
DuPont de Nemours
DD
+$54.7K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.7K
5
XOM icon
ExxonMobil
XOM
+$31K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.18M 0.93%
10,225
– –
JNJ icon
27
Johnson & Johnson
JNJ
$602B
$1.14M 0.9%
8,157
– –
IWF icon
28
iShares Russell 1000 Growth ETF
IWF
$125B
$1.03M 0.81%
26,156
– –
MELI icon
29
Mercado Libre
MELI
$94.2B
$1M 0.79%
1,638
– –
TUR icon
30
iShares MSCI Turkey ETF
TUR
$207M
$991K 0.78%
41,590
+2,327
+6% +$53.4K
PEP icon
31
PepsiCo
PEP
$190B
$976K 0.77%
7,446
– –
BBJP icon
32
JPMorgan BetaBuilders Japan ETF
BBJP
$17.4B
$915K 0.72%
20,063
+2,266
+13% +$102K
PG icon
33
Procter & Gamble
PG
$353B
$903K 0.71%
8,239
– –
LOW icon
34
Lowe's Companies
LOW
$121B
$889K 0.7%
8,805
– –
MCD icon
35
McDonald's
MCD
$194B
$889K 0.7%
4,279
– –
SHW icon
36
Sherwin-Williams
SHW
$83.4B
$845K 0.67%
5,529
– –
BABA icon
37
Alibaba
BABA
$282B
$817K 0.64%
4,820
– –
LMT icon
38
Lockheed Martin
LMT
$118B
$811K 0.64%
2,231
– –
EZA icon
39
iShares MSCI South Africa ETF
EZA
$541M
$795K 0.63%
14,544
+889
+7% +$48.6K
INTC icon
40
Intel
INTC
$487B
$784K 0.62%
16,373
– –
GREK
41
Global X MSCI Greece ETF
GREK
$283M
$774K 0.61%
26,973
+1,035
+4% +$26.8K
CSCO icon
42
Cisco
CSCO
$432B
$714K 0.56%
13,047
– –
VRTX icon
43
Vertex Pharmaceuticals
VRTX
$123B
$707K 0.56%
3,855
– –
ITW icon
44
Illinois Tool Works
ITW
$81.4B
$694K 0.55%
4,600
– –
EFA icon
45
iShares MSCI EAFE ETF
EFA
$76.9B
$685K 0.54%
10,422
– –
DPG
46
Duff & Phelps Utility and Infrastructure Fund
DPG
$535M
$676K 0.53%
44,186
+3,375
+8% +$51K
IWM icon
47
iShares Russell 2000 ETF
IWM
$82.6B
$660K 0.52%
4,246
– –
CVX icon
48
Chevron
CVX
$366B
$659K 0.52%
5,292
– –
XLE icon
49
State Street Energy Select Sector SPDR ETF
XLE
$37.8B
$659K 0.52%
20,686
+2,282
+12% +$73.1K
PFE icon
50
Pfizer
PFE
$143B
$648K 0.51%
15,756
– –
1
2
3 4 5

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