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
$298M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.36M
3
+$1.29M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.07M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$842K

Top Sells

1
+$952K
2
+$894K
3
+$342K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$314K
5
LLY icon
Eli Lilly
LLY
+$83.3K

Sector Composition

1 Technology 6.81%
2 Healthcare 3.33%
3 Consumer Discretionary 2.96%
4 Financials 2.16%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.89%
114,257
-14,796
27
$2.56M 0.86%
123,120
+5,359
28
$2.47M 0.83%
68,639
+644
29
$2.43M 0.81%
33,617
+32,984
30
$2.41M 0.81%
8,905
31
$2.38M 0.8%
83,333
+1,370
32
$2.36M 0.79%
17,944
33
$2.34M 0.78%
45,761
+5,023
34
$2.1M 0.71%
41,323
+940
35
$2.05M 0.69%
75,609
-983
36
$2.03M 0.68%
10,225
37
$2M 0.67%
18,415
+1,491
38
$1.96M 0.66%
8,701
39
$1.81M 0.61%
884
-30
40
$1.73M 0.58%
33,727
+890
41
$1.57M 0.53%
4,110
42
$1.47M 0.49%
9,515
43
$1.43M 0.48%
3,081
44
$1.38M 0.46%
8,526
45
$1.36M 0.46%
324
46
$1.35M 0.45%
6,811
47
$1.32M 0.44%
4,329
48
$1.3M 0.44%
2,231
49
$1.21M 0.4%
4,600
50
$1.2M 0.4%
6,907
1
2
3 4 5