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
126
$135K 0.08%
2,600
-13
127
$133K 0.08%
3,452
-1,018
128
$132K 0.08%
3,638
129
$119K 0.07%
2,056
-16
130
$119K 0.07%
2,192
131
$110K 0.07%
1,780
+481
132
$110K 0.07%
2,542
133
$109K 0.07%
2,136
+1,147
134
$104K 0.06%
3,200
135
$101K 0.06%
+868
136
$100K 0.06%
1,224
137
$97K 0.06%
454
138
$85K 0.05%
680
139
$84K 0.05%
1,123
-3,594
140
$83K 0.05%
235
141
$82K 0.05%
383
142
$81K 0.05%
1,500
143
$79K 0.05%
477
144
$72K 0.04%
1,030
145
$71K 0.04%
479
-463
146
$65K 0.04%
1,507
147
$54K 0.03%
222
148
$53K 0.03%
676
149
$53K 0.03%
2,282
-39
150
$52K 0.03%
834
4 5
6
7 8