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
76
$521K 0.18%
5,250
77
$499K 0.17%
2,200
78
$493K 0.17%
1,892
79
$476K 0.16%
276
80
$474K 0.16%
2,530
81
$474K 0.16%
4,764
82
$437K 0.15%
5,904
83
$422K 0.14%
4,922
84
$413K 0.14%
784
85
$411K 0.14%
826
86
$400K 0.13%
2,400
87
$400K 0.13%
1,881
88
$390K 0.13%
6,591
-450
89
$389K 0.13%
379
90
$386K 0.13%
14,542
91
$376K 0.13%
3,638
92
$376K 0.13%
4,970
93
$376K 0.13%
722
94
$373K 0.13%
2,000
95
$372K 0.13%
1,380
96
$356K 0.12%
2,056
97
$352K 0.12%
3,900
98
$351K 0.12%
2,421
99
$346K 0.12%
3,251
100
$334K 0.11%
2,585
2 3
4
5 6