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
$271M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.25M
3
+$3.26M
4
FLIA icon
Franklin International Aggregate Bond ETF
FLIA
+$2.32M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.98M

Top Sells

1
+$9.86M
2
+$7.34M
3
+$6.59M
4
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$904K

Sector Composition

1 Technology 6.98%
2 Healthcare 3.66%
3 Consumer Discretionary 2.92%
4 Financials 2.15%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$324K 0.12%
2,585
102
$316K 0.12%
379
103
$312K 0.12%
3,638
104
$307K 0.11%
1,867
105
$301K 0.11%
2,400
-66
106
$296K 0.11%
1,185
107
$286K 0.11%
3,404
108
$286K 0.11%
679
109
$284K 0.1%
3,500
110
$270K 0.1%
2,056
111
$266K 0.1%
493
112
$266K 0.1%
538
-20
113
$260K 0.1%
3,368
114
$252K 0.09%
1,007
-21
115
$235K 0.09%
3,900
116
$230K 0.08%
480
117
$229K 0.08%
366
118
$224K 0.08%
2,486
119
$222K 0.08%
5,300
120
$221K 0.08%
1,250
-57
121
$198K 0.07%
916
122
$186K 0.07%
3,045
123
$183K 0.07%
792
124
$165K 0.06%
1,579
125
$163K 0.06%
2,239
-273
3 4
5
6 7