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APW

Acima Private Wealth Portfolio holdings

AUM $344M
1-Year Est. Return 17.02%
This Fund
S&P 500
This Quarter Est. Return
+3.23%
1 Year Est. Return
+17.02%
3 Year Est. Return
+45.2%
5 Year Est. Return
+44.08%
10 Year Est. Return
–
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
+$6.35M
Cap. Flow %
5.01%
Top 10 Hldgs %
34.86%
Holding
266
New
4
Increased
31
Reduced
6
Closed
9

Top Buys

1
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$2.65M
2
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$2.44M
3
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$2.26M
4
IBND icon
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
+$441K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$270K

Top Sells

1
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$2.73M
2
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$419K
3
DD icon
DuPont de Nemours
DD
+$54.7K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.7K
5
XOM icon
ExxonMobil
XOM
+$31K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
126
Alphabet (Google) Class A
GOOGL
$4.33T
$194K 0.15%
3,580
– –
DHR icon
127
Danaher
DHR
$145B
$193K 0.15%
1,522
– –
MRSH
128
Marsh
MRSH
$87.8B
$188K 0.15%
1,881
– –
VNM icon
129
VanEck Vietnam ETF
VNM
$526M
$188K 0.15%
11,728
+771
+7% +$12.7K
CL icon
130
Colgate-Palmolive
CL
$75.3B
$185K 0.15%
2,580
– –
VV icon
131
Vanguard Large-Cap ETF
VV
$52.7B
$180K 0.14%
1,335
– –
CB icon
132
Chubb
CB
$133B
$172K 0.14%
1,169
– –
KMB icon
133
Kimberly-Clark
KMB
$36.2B
$166K 0.13%
1,244
– –
UNH icon
134
UnitedHealth
UNH
$384B
$164K 0.13%
671
– –
XLI icon
135
State Street Industrial Select Sector SPDR ETF
XLI
$33.5B
$162K 0.13%
2,092
– –
BLK icon
136
Blackrock
BLK
$168B
$161K 0.13%
344
– –
DFS
137
DELISTED
Discover Financial Services
DFS
$161K 0.13%
2,072
– –
XLU icon
138
State Street Utilities Select Sector SPDR ETF
XLU
$23.7B
$160K 0.13%
5,378
– –
NOC icon
139
Northrop Grumman
NOC
$73.7B
$155K 0.12%
480
– –
WMT icon
140
Walmart Inc
WMT
$915B
$141K 0.11%
3,816
– –
PAK
141
DELISTED
Global X MSCI Pakistan ETF
PAK
$135K 0.11%
5,099
+404
+9% +$12.4K
FXI icon
142
iShares China Large-Cap ETF
FXI
$4.66B
$134K 0.11%
3,130
– –
USMV icon
143
iShares MSCI USA Min Vol Factor ETF
USMV
$23.2B
$131K 0.1%
2,130
– –
VEA icon
144
Vanguard FTSE Developed Markets ETF
VEA
$227B
$126K 0.1%
3,012
– –
DOV icon
145
Dover
DOV
$29.3B
$125K 0.1%
1,250
– –
FIS icon
146
Fidelity National Information Services
FIS
$22B
$123K 0.1%
1,002
– –
KO icon
147
Coca-Cola
KO
$365B
$123K 0.1%
2,412
– –
EWC icon
148
iShares MSCI Canada ETF
EWC
$6.07B
$114K 0.09%
3,970
– –
AGG icon
149
iShares Core US Aggregate Bond ETF
AGG
$138B
$112K 0.09%
1,003
– –
VO icon
150
Vanguard Mid-Cap ETF
VO
$106B
$111K 0.09%
2,660
– –
4 5
6
7 8

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