APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
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
126
$220K 0.17%
8,138
127
$214K 0.16%
3,229
128
$213K 0.16%
916
129
$208K 0.16%
5,092
+23
130
$196K 0.15%
2,537
+445
131
$196K 0.15%
525
+45
132
$194K 0.15%
11,898
+170
133
$194K 0.15%
1,522
134
$190K 0.15%
3,638
135
$189K 0.14%
2,580
136
$188K 0.14%
1,881
137
$188K 0.14%
1,169
138
$187K 0.14%
14,049
+290
139
$179K 0.14%
1,421
140
$176K 0.13%
1,244
141
$174K 0.13%
5,378
142
$168K 0.13%
2,072
143
$168K 0.13%
379
+35
144
$162K 0.12%
4,116
+300
145
$147K 0.11%
+4,626
146
$145K 0.11%
671
147
$136K 0.1%
2,130
148
$136K 0.1%
815
+150
149
$133K 0.1%
1,002
150
$131K 0.1%
2,412
4 5
6
7 8