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
$195M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.22M
3
+$2.07M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.95M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1M

Top Sells

1
+$8.02M
2
+$2.33M
3
+$2.08M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.98M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.8M

Sector Composition

1 Technology 7.26%
2 Healthcare 4.97%
3 Consumer Discretionary 3.35%
4 Industrials 2.59%
5 Financials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.11%
45,744
-18,725
27
$2.04M 1.04%
8,499
28
$1.95M 1%
+39,143
29
$1.83M 0.94%
65,479
-5,168
30
$1.82M 0.93%
38,250
-7,430
31
$1.77M 0.91%
8,905
32
$1.6M 0.82%
9,084
33
$1.6M 0.82%
4,124
-295
34
$1.55M 0.8%
10,225
35
$1.47M 0.75%
57,740
+12,491
36
$1.35M 0.69%
7,446
37
$1.29M 0.66%
5,456
-73
38
$1.29M 0.66%
9,515
39
$1.27M 0.65%
8,364
40
$1.25M 0.64%
27,898
-44,056
41
$1.22M 0.62%
1,439
42
$1.21M 0.62%
7,496
43
$1.14M 0.58%
4,329
44
$1.1M 0.56%
49,520
-8,576
45
$1.09M 0.56%
2,231
46
$1.08M 0.56%
8,701
47
$1.08M 0.55%
21,778
+20,229
48
$1.03M 0.53%
36,973
-7,634
49
$1.02M 0.52%
24,508
-10,140
50
$1.01M 0.52%
4,600
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