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
$271M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.25M
3
+$3.26M
4
FLIA icon
Franklin International Aggregate Bond ETF
FLIA
+$2.32M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.98M

Top Sells

1
+$9.86M
2
+$7.34M
3
+$6.59M
4
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$904K

Sector Composition

1 Technology 6.98%
2 Healthcare 3.66%
3 Consumer Discretionary 2.92%
4 Financials 2.15%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.92%
32,625
27
$2.36M 0.87%
82,440
+24,828
28
$2.32M 0.86%
+114,660
29
$2.27M 0.84%
8,905
-46
30
$2.06M 0.76%
40,738
+2,169
31
$2.05M 0.76%
35,094
+6,948
32
$1.91M 0.7%
37,643
33
$1.88M 0.69%
10,292
+67
34
$1.86M 0.68%
46,729
+5,321
35
$1.83M 0.68%
74,305
+23,694
36
$1.81M 0.67%
8,701
37
$1.7M 0.63%
32,975
+503
38
$1.66M 0.61%
15,460
+1,344
39
$1.59M 0.59%
49,161
+13,504
40
$1.43M 0.53%
63,683
+18,694
41
$1.43M 0.53%
4,110
42
$1.41M 0.52%
9,515
43
$1.38M 0.51%
914
44
$1.38M 0.51%
57,232
+6,174
45
$1.35M 0.5%
8,526
46
$1.3M 0.48%
8,032
-360
47
$1.29M 0.47%
3,081
48
$1.28M 0.47%
7,031
49
$1.26M 0.47%
7,206
-200
50
$1.23M 0.46%
4,600
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