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
$297M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$1.79M
3
+$1.16M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.11M

Top Sells

1
+$2.92M
2
+$2.29M
3
+$1.97M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

Sector Composition

1 Technology 7.21%
2 Consumer Discretionary 2.91%
3 Healthcare 2.84%
4 Financials 2.27%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.38%
47,471
-28,138
52
$1.12M 0.38%
4,680
53
$1.08M 0.36%
2,231
54
$1.04M 0.35%
46,795
-67,462
55
$985K 0.33%
2,800
56
$944K 0.32%
4,303
57
$944K 0.32%
6,206
58
$912K 0.31%
3,170
59
$890K 0.3%
3,000
60
$807K 0.27%
1,815
61
$734K 0.25%
1,829
62
$734K 0.25%
3,880
63
$727K 0.24%
1,806
-1,275
64
$699K 0.24%
3,093
65
$690K 0.23%
1,775
66
$681K 0.23%
3,081
67
$659K 0.22%
13,091
68
$609K 0.2%
5,382
69
$595K 0.2%
3,124
70
$585K 0.2%
999
71
$548K 0.18%
5,092
72
$543K 0.18%
4,694
73
$534K 0.18%
1,473
74
$530K 0.18%
4,000
75
$522K 0.18%
1,800
1 2
3
4 5