APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.52M
3
+$3.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.57M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2M

Top Sells

1
+$8.13M
2
+$3.69M
3
+$2.47M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.45M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$2.45M

Sector Composition

1 Technology 6.09%
2 Healthcare 2.97%
3 Consumer Discretionary 2.78%
4 Financials 2.36%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.9%
123,739
-3,736
27
$2.48M 0.89%
49,917
-3,218
28
$2.36M 0.85%
17,944
29
$2.15M 0.77%
20,352
+762
30
$2.07M 0.74%
5,505
-1,852
31
$2.04M 0.73%
28,524
-762
32
$1.98M 0.71%
10,225
33
$1.8M 0.64%
17,402
34
$1.72M 0.62%
884
35
$1.67M 0.6%
62,849
+1,280
36
$1.61M 0.58%
6,905
-2,000
37
$1.51M 0.54%
27,785
-4,238
38
$1.49M 0.54%
324
39
$1.44M 0.52%
4,110
40
$1.43M 0.51%
6,811
41
$1.37M 0.49%
3,895
42
$1.32M 0.48%
4,680
43
$1.27M 0.46%
8,715
-800
44
$1.25M 0.45%
7,526
-1,000
45
$1.19M 0.43%
3,888
46
$1.15M 0.41%
49,103
+1,632
47
$1.01M 0.36%
5,907
-1,000
48
$997K 0.36%
2,231
49
$977K 0.35%
3,129
-1,200
50
$876K 0.31%
1,806
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