APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.59M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.58M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$824K

Top Sells

1
+$1.89M
2
+$1.68M
3
+$1.43M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.08M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$772K

Sector Composition

1 Technology 7.71%
2 Healthcare 5.41%
3 Consumer Discretionary 4.73%
4 Financials 3.61%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.49%
5,407
+115
52
$641K 0.49%
11,312
+430
53
$627K 0.48%
3,888
+125
54
$617K 0.47%
2,501
+67
55
$610K 0.47%
3,170
56
$591K 0.45%
2,550
+100
57
$585K 0.45%
4,967
58
$562K 0.43%
7,030
59
$558K 0.43%
3,134
+100
60
$557K 0.43%
20,039
+6,257
61
$547K 0.42%
16,072
+316
62
$539K 0.41%
+13,045
63
$538K 0.41%
2,800
64
$538K 0.41%
10,688
-1,285
65
$535K 0.41%
1,938
66
$521K 0.4%
6,893
+165
67
$496K 0.38%
2,937
+115
68
$489K 0.37%
9,133
-26,715
69
$479K 0.37%
5,975
+184
70
$462K 0.35%
+14,729
71
$450K 0.34%
5,382
72
$444K 0.34%
6,066
73
$436K 0.33%
369
74
$424K 0.32%
10,538
+2,064
75
$422K 0.32%
3,071
+89
1 2
3
4 5