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
$271M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.25M
3
+$3.26M
4
FLIA icon
Franklin International Aggregate Bond ETF
FLIA
+$2.32M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.98M

Top Sells

1
+$9.86M
2
+$7.34M
3
+$6.59M
4
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$904K

Sector Composition

1 Technology 6.98%
2 Healthcare 3.66%
3 Consumer Discretionary 2.92%
4 Financials 2.15%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.22M 0.45%
4,329
52
$1.18M 0.43%
324
53
$1.09M 0.4%
3,908
-91
54
$1.01M 0.37%
2,231
55
$971K 0.36%
3,888
56
$971K 0.36%
2,800
57
$968K 0.36%
4,680
58
$916K 0.34%
1,815
-25
59
$858K 0.32%
3,170
60
$851K 0.31%
12,936
+1,882
61
$776K 0.29%
4,303
-133
62
$751K 0.28%
28,593
+3,490
63
$723K 0.27%
16,372
-1,000
64
$720K 0.27%
14,273
-1,354
65
$697K 0.26%
8,725
66
$694K 0.26%
5,450
-134
67
$683K 0.25%
3,000
68
$681K 0.25%
1,775
-57
69
$648K 0.24%
3,081
-3,985
70
$637K 0.23%
5,602
71
$635K 0.23%
3,093
72
$629K 0.23%
4,764
-681
73
$616K 0.23%
1,829
-458
74
$604K 0.22%
5,192
75
$586K 0.22%
3,880
-95
1 2
3
4 5