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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
-5.83%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$195M
AUM Growth
-$5.8M
Cap. Flow
+$7.38M
Cap. Flow %
3.79%
Top 10 Hldgs %
37.67%
Holding
236
New
1
Increased
15
Reduced
5
Closed
8

Top Buys

1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.57M
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$303K
3
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$216K
4
PICB icon
Invesco International Corporate Bond ETF
PICB
+$191K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$181K

Top Sells

1
EWY icon
iShares MSCI South Korea ETF
EWY
+$1.02M
2
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.01M
3
META icon
Meta Platforms (Facebook)
META
+$464K
4
DIS icon
Walt Disney
DIS
+$142K
5
APA icon
APA Corp
APA
+$71.5K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.5%
3 Consumer Discretionary 3.18%
4 Industrials 2.1%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAXJ icon
26
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.7B
$2.28M 1.17%
38,961
– –
MSFT icon
27
Microsoft
MSFT
$2.98T
$1.98M 1.02%
8,499
– –
IEMG icon
28
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$1.96M 1.01%
45,559
+1,190
+3% +$57K
FXE icon
29
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
$1.93M 0.99%
21,376
+546
+3% +$50.8K
ASHR icon
30
Xtrackers Harvest CSI 300 China A-Shares ETF
ASHR
$1.33B
$1.91M 0.98%
70,647
– –
IEUR icon
31
iShares Core MSCI Europe ETF
IEUR
$8.71B
$1.81M 0.93%
45,680
– –
LOW icon
32
Lowe's Companies
LOW
$121B
$1.67M 0.86%
8,905
– –
NOW icon
33
ServiceNow
NOW
$107B
$1.67M 0.86%
22,095
– –
JNJ icon
34
Johnson & Johnson
JNJ
$602B
$1.48M 0.76%
9,084
– –
EIDO icon
35
iShares MSCI Indonesia ETF
EIDO
$464M
$1.46M 0.75%
62,468
– –
INDA icon
36
iShares MSCI India ETF
INDA
$6.8B
$1.41M 0.73%
34,648
– –
VIG icon
37
Vanguard Dividend Appreciation ETF
VIG
$111B
$1.38M 0.71%
10,225
– –
BBCA icon
38
JPMorgan BetaBuilders Canada ETF
BBCA
$10.8B
$1.37M 0.71%
25,675
+50
+0.2% +$2.97K
EWZ icon
39
iShares MSCI Brazil ETF
EWZ
$9.13B
$1.32M 0.68%
44,607
– –
PEP icon
40
PepsiCo
PEP
$190B
$1.22M 0.62%
7,446
– –
MELI icon
41
Mercado Libre
MELI
$94.2B
$1.19M 0.61%
1,439
– –
EWU icon
42
iShares MSCI United Kingdom ETF
EWU
$4.02B
$1.19M 0.61%
45,420
– –
XLV icon
43
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
$1.15M 0.59%
9,515
– –
EWA icon
44
iShares MSCI Australia ETF
EWA
$1.43B
$1.14M 0.59%
58,096
– –
SHW icon
45
Sherwin-Williams
SHW
$83.4B
$1.13M 0.58%
5,529
– –
VRTX icon
46
Vertex Pharmaceuticals
VRTX
$123B
$1.11M 0.57%
3,839
– –
FM
47
DELISTED
iShares Frontier and Select EM ETF
FM
$1.1M 0.57%
45,249
– –
PG icon
48
Procter & Gamble
PG
$353B
$1.06M 0.54%
8,364
– –
AGG icon
49
iShares Core US Aggregate Bond ETF
AGG
$138B
$1.04M 0.54%
10,828
+1,031
+11% +$104K
XLK icon
50
State Street Technology Select Sector SPDR ETF
XLK
$116B
$1.03M 0.53%
17,402
– –
1
2
3 4 5

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