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
101
$240K 0.14%
2,035
-313
102
$239K 0.14%
1,930
-183
103
$232K 0.14%
1,734
-1,221
104
$219K 0.13%
3,525
105
$218K 0.13%
7,274
+4,538
106
$216K 0.13%
1,881
107
$214K 0.13%
379
108
$213K 0.13%
1,444
109
$212K 0.13%
1,421
110
$209K 0.13%
671
111
$206K 0.12%
5,992
112
$201K 0.12%
2,000
113
$201K 0.12%
1,862
+1,117
114
$194K 0.12%
2,516
-580
115
$194K 0.12%
1,313
116
$192K 0.12%
4,116
117
$183K 0.11%
2,536
118
$179K 0.11%
5,450
119
$173K 0.1%
2,488
-168
120
$153K 0.09%
3,095
121
$151K 0.09%
480
122
$150K 0.09%
2,040
123
$144K 0.09%
815
124
$136K 0.08%
2,130
125
$135K 0.08%
1,250
3 4
5
6 7