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
$166M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.36M
3
+$2.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.53M

Top Sells

1
+$5.34M
2
+$4.78M
3
+$2.26M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.68M
5
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$1.33M

Sector Composition

1 Technology 9.09%
2 Healthcare 4.98%
3 Consumer Discretionary 4.68%
4 Industrials 2.32%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$950K 0.57%
1,938
52
$950K 0.57%
4,329
53
$918K 0.55%
33,200
+630
54
$917K 0.55%
4,874
55
$890K 0.54%
64,799
+1,403
56
$889K 0.54%
4,600
57
$888K 0.54%
51,418
+383
58
$883K 0.53%
4,418
59
$857K 0.52%
25,693
+604
60
$855K 0.52%
2,231
61
$853K 0.51%
16,473
62
$795K 0.48%
3,034
63
$702K 0.42%
3,170
64
$673K 0.41%
10,572
65
$667K 0.4%
2,400
66
$633K 0.38%
2,800
67
$625K 0.38%
7,132
68
$610K 0.37%
5,602
69
$598K 0.36%
3,800
70
$597K 0.36%
3,987
71
$596K 0.36%
17,126
72
$568K 0.34%
2,501
73
$559K 0.34%
327
-4
74
$544K 0.33%
1,825
75
$542K 0.33%
3,888
1 2
3
4 5