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
$117M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.35M
3
+$2.16M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.55M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$1.16M

Top Sells

1
+$6.96M
2
+$2.47M
3
+$1.52M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$793K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$636K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.07%
3 Consumer Discretionary 4.95%
4 Industrials 3.63%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$608K 0.52%
9,202
+2,959
52
$601K 0.51%
3,763
+275
53
$595K 0.51%
10,882
-113
54
$593K 0.51%
2,434
+179
55
$587K 0.5%
7,480
+3,502
56
$578K 0.49%
331
+21
57
$542K 0.46%
6,728
58
$518K 0.44%
2,982
+116
59
$516K 0.44%
1,938
-1,930
60
$513K 0.44%
6,351
61
$506K 0.43%
3,034
-59
62
$493K 0.42%
2,800
63
$489K 0.42%
7,331
64
$470K 0.4%
2,450
-251
65
$460K 0.39%
5,791
+481
66
$448K 0.38%
2,822
67
$447K 0.38%
5,060
+254
68
$439K 0.38%
13,203
69
$430K 0.37%
5,382
70
$389K 0.33%
14,008
+8,497
71
$387K 0.33%
6,066
72
$383K 0.33%
2,014
+100
73
$370K 0.32%
12,916
+7,856
74
$368K 0.31%
369
75
$360K 0.31%
8,474
1 2
3
4 5