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
76
$420K 0.32%
5,951
77
$417K 0.32%
7,331
78
$404K 0.31%
1,825
79
$401K 0.31%
2,868
80
$389K 0.3%
2,014
81
$389K 0.3%
5,131
+12
82
$383K 0.29%
4,334
83
$374K 0.29%
1,909
+100
84
$371K 0.28%
3,138
85
$362K 0.28%
3,543
86
$361K 0.28%
4,680
87
$346K 0.26%
8,692
+100
88
$345K 0.26%
3,184
89
$343K 0.26%
3,960
+360
90
$331K 0.25%
3,342
91
$326K 0.25%
2,530
+175
92
$324K 0.25%
3,800
93
$321K 0.25%
5,334
94
$310K 0.24%
5,083
95
$305K 0.23%
3,410
96
$301K 0.23%
2,548
97
$300K 0.23%
789
98
$296K 0.23%
999
99
$292K 0.22%
1,620
100
$291K 0.22%
12,780
+1,800
2 3
4
5 6