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
101
$286K 0.22%
5,719
102
$279K 0.21%
3,525
103
$277K 0.21%
6,760
+3,748
104
$275K 0.21%
2,113
105
$272K 0.21%
936
106
$269K 0.21%
4,900
107
$266K 0.2%
8,436
-4,767
108
$257K 0.2%
863
109
$255K 0.19%
1,575
110
$253K 0.19%
4,540
111
$253K 0.19%
5,028
112
$251K 0.19%
+9,818
113
$241K 0.18%
2,811
+159
114
$241K 0.18%
1,997
115
$239K 0.18%
4,881
+420
116
$237K 0.18%
4,244
117
$237K 0.18%
4,805
118
$236K 0.18%
2,000
119
$236K 0.18%
3,880
+300
120
$236K 0.18%
1,735
+400
121
$234K 0.18%
8,362
122
$233K 0.18%
2,530
+330
123
$226K 0.17%
7,932
124
$221K 0.17%
7,963
+228
125
$220K 0.17%
8,138
3 4
5
6 7