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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
+0.04%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$4.07M
Cap. Flow
+$4.42M
Cap. Flow %
3.38%
Top 10 Hldgs %
33.83%
Holding
284
New
27
Increased
81
Reduced
9
Closed
5

Top Buys

1
IEUR icon
iShares Core MSCI Europe ETF
IEUR
+$1.72M
2
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.66M
3
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.58M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.53M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$814K

Top Sells

1
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$1.89M
2
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.67M
3
VGK icon
Vanguard FTSE Europe ETF
VGK
+$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
VIG icon
26
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.22M 0.93%
10,225
– –
NOW icon
27
ServiceNow
NOW
$107B
$1.14M 0.87%
22,450
– –
TUR icon
28
iShares MSCI Turkey ETF
TUR
$207M
$1.12M 0.86%
42,013
+423
+1% +$10.7K
JNJ icon
29
Johnson & Johnson
JNJ
$601B
$1.07M 0.82%
8,282
+125
+2% +$16.5K
IWF icon
30
iShares Russell 1000 Growth ETF
IWF
$125B
$1.04M 0.8%
26,156
– –
PG icon
31
Procter & Gamble
PG
$353B
$1.02M 0.78%
8,239
– –
PEP icon
32
PepsiCo
PEP
$190B
$1.02M 0.78%
7,446
– –
SHW icon
33
Sherwin-Williams
SHW
$83.4B
$1.01M 0.77%
5,529
– –
EWI icon
34
iShares MSCI Italy ETF
EWI
$904M
$993K 0.76%
36,020
+21,099
+141% +$575K
LOW icon
35
Lowe's Companies
LOW
$121B
$979K 0.75%
8,905
+100
+1% +$10.6K
MCD icon
36
McDonald's
MCD
$194B
$929K 0.71%
4,329
+50
+1% +$10.7K
MELI icon
37
Mercado Libre
MELI
$94.2B
$902K 0.69%
1,638
– –
LMT icon
38
Lockheed Martin
LMT
$118B
$870K 0.66%
2,231
– –
INTC icon
39
Intel
INTC
$488B
$843K 0.64%
16,373
– –
EUFN icon
40
iShares MSCI Europe Financials ETF
EUFN
$3.83B
$824K 0.63%
+46,835
New +$814K
BABA icon
41
Alibaba
BABA
$282B
$806K 0.62%
4,820
– –
GREK
42
Global X MSCI Greece ETF
GREK
$283M
$760K 0.58%
27,182
+209
+0.8% +$5.83K
ITW icon
43
Illinois Tool Works
ITW
$81.4B
$719K 0.55%
4,600
– –
DPG
44
Duff & Phelps Utility and Infrastructure Fund
DPG
$533M
$713K 0.54%
44,882
+696
+2% +$10.8K
EZA icon
45
iShares MSCI South Africa ETF
EZA
$542M
$700K 0.53%
14,773
+229
+2% +$11.6K
EFA icon
46
iShares MSCI EAFE ETF
EFA
$76.9B
$689K 0.53%
10,572
+150
+1% +$9.67K
CSCO icon
47
Cisco
CSCO
$432B
$663K 0.51%
13,422
+375
+3% +$19.5K
VRTX icon
48
Vertex Pharmaceuticals
VRTX
$123B
$653K 0.5%
3,855
– –
BKNG icon
49
Booking.com
BKNG
$143B
$649K 0.5%
8,275
– –
IWM icon
50
iShares Russell 2000 ETF
IWM
$82.6B
$642K 0.49%
4,246
– –
1
2
3 4 5

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