APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 10.7%
This Quarter Est. Return
1 Year Est. Return
+10.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.36M
3
+$2.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.53M

Top Sells

1
+$5.34M
2
+$4.78M
3
+$2.26M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.68M
5
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$1.33M

Sector Composition

1 Technology 9.09%
2 Healthcare 4.98%
3 Consumer Discretionary 4.68%
4 Industrials 2.32%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.34%
+20,587
27
$2.14M 1.29%
4,419
-71
28
$1.77M 1.07%
1,638
29
$1.66M 1%
32,720
+5,412
30
$1.65M 0.99%
48,656
+7,858
31
$1.55M 0.93%
22,675
+131
32
$1.48M 0.89%
8,905
33
$1.43M 0.86%
27,099
+19,799
34
$1.42M 0.85%
4,820
35
$1.32M 0.8%
51,767
+1,214
36
$1.32M 0.8%
8,882
37
$1.32M 0.79%
10,225
38
$1.31M 0.79%
51,501
+18,020
39
$1.28M 0.77%
5,529
40
$1.28M 0.77%
11,000
41
$1.22M 0.73%
11,515
-15,882
42
$1.17M 0.71%
27,850
43
$1.16M 0.7%
8,364
44
$1.05M 0.63%
21,967
+511
45
$1.04M 0.63%
3,839
-16
46
$1.04M 0.63%
4,794
-1,610
47
$1.03M 0.62%
7,446
48
$1.02M 0.62%
51,889
-447
49
$1.02M 0.61%
15,588
+185
50
$964K 0.58%
46,002
+744
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