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
$297M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$1.79M
3
+$1.16M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.11M

Top Sells

1
+$2.92M
2
+$2.29M
3
+$1.97M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

Sector Composition

1 Technology 7.21%
2 Consumer Discretionary 2.91%
3 Healthcare 2.84%
4 Financials 2.27%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.66M 0.9%
53,135
+7,374
27
$2.65M 0.89%
45,112
-49,661
28
$2.59M 0.87%
127,475
+4,355
29
$2.56M 0.86%
32,625
30
$2.38M 0.8%
17,944
31
$2.2M 0.74%
8,905
32
$2.09M 0.7%
19,590
+1,175
33
$2.07M 0.7%
29,286
-4,331
34
$2.02M 0.68%
8,701
35
$2M 0.67%
10,225
36
$1.69M 0.57%
33,727
37
$1.63M 0.55%
61,569
-21,764
38
$1.61M 0.54%
324
39
$1.5M 0.51%
884
40
$1.5M 0.51%
32,023
-9,300
41
$1.41M 0.48%
41,626
+19,132
42
$1.4M 0.47%
4,110
43
$1.31M 0.44%
9,515
44
$1.25M 0.42%
4,329
45
$1.23M 0.42%
8,526
46
$1.23M 0.41%
3,895
47
$1.21M 0.41%
6,811
48
$1.17M 0.39%
4,600
49
$1.16M 0.39%
6,907
50
$1.14M 0.38%
3,888
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