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
76
$352K 0.3%
2,868
-720
77
$349K 0.3%
1,825
78
$343K 0.29%
3,138
79
$337K 0.29%
4,680
80
$337K 0.29%
3,543
81
$335K 0.29%
8,592
+1,650
82
$329K 0.28%
1,809
83
$322K 0.28%
4,334
84
$321K 0.27%
3,600
+120
85
$315K 0.27%
5,334
-21
86
$315K 0.27%
3,342
+164
87
$309K 0.26%
5,083
+3,190
88
$303K 0.26%
10,980
+2,662
89
$301K 0.26%
789
+23
90
$296K 0.25%
3,410
91
$290K 0.25%
3,184
92
$288K 0.25%
2,548
-13
93
$286K 0.24%
4,972
+846
94
$282K 0.24%
999
95
$278K 0.24%
1,620
96
$273K 0.23%
+5,719
97
$270K 0.23%
3,800
98
$263K 0.23%
1,575
+108
99
$263K 0.23%
4,900
100
$256K 0.22%
936
+48
2 3
4
5 6