APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
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
26
$1.22M 0.93%
10,225
27
$1.14M 0.87%
4,490
28
$1.12M 0.86%
42,013
+423
29
$1.07M 0.82%
8,282
+125
30
$1.04M 0.8%
6,539
31
$1.02M 0.78%
8,239
32
$1.02M 0.78%
7,446
33
$1.01M 0.77%
5,529
34
$993K 0.76%
36,020
+21,099
35
$979K 0.75%
8,905
+100
36
$929K 0.71%
4,329
+50
37
$902K 0.69%
1,638
38
$870K 0.66%
2,231
39
$843K 0.64%
16,373
40
$824K 0.63%
+46,835
41
$806K 0.62%
4,820
42
$760K 0.58%
27,182
+209
43
$719K 0.55%
4,600
44
$713K 0.54%
44,882
+696
45
$700K 0.53%
14,773
+229
46
$689K 0.53%
10,572
+150
47
$663K 0.51%
13,422
+375
48
$653K 0.5%
3,855
49
$649K 0.5%
331
50
$642K 0.49%
4,246
1
2
3 4 5