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
Health Care Select Sector SPDR Fund
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
76
$513K 0.31%
3,115
77
$512K 0.31%
2,014
78
$484K 0.29%
6,066
79
$473K 0.29%
5,975
80
$443K 0.27%
4,680
81
$427K 0.26%
439
82
$413K 0.25%
936
83
$361K 0.22%
2,530
84
$335K 0.2%
999
85
$331K 0.2%
3,184
86
$317K 0.19%
3,800
87
$317K 0.19%
5,334
88
$315K 0.19%
3,138
89
$311K 0.19%
2,548
90
$295K 0.18%
5,125
-1,000
91
$293K 0.18%
7,441
-5,206
92
$293K 0.18%
4,900
93
$290K 0.17%
1,522
94
$290K 0.17%
1,475
-100
95
$284K 0.17%
3,880
96
$276K 0.17%
3,410
97
$271K 0.16%
1,735
98
$262K 0.16%
2,530
99
$260K 0.16%
916
100
$244K 0.15%
4,244
2 3
4
5 6