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
126
$161K 0.06%
2,521
127
$161K 0.06%
1,244
128
$153K 0.06%
994
129
$151K 0.06%
3,452
130
$136K 0.05%
3,473
131
$135K 0.05%
1,525
132
$114K 0.04%
569
133
$108K 0.04%
1,275
134
$108K 0.04%
1,500
135
$105K 0.04%
3,200
136
$105K 0.04%
1,224
137
$103K 0.04%
1,123
138
$98K 0.04%
1,125
139
$97.6K 0.04%
383
140
$96.8K 0.04%
1,622
141
$91.7K 0.03%
830
-4,472
142
$88.6K 0.03%
121
-33
143
$85.7K 0.03%
153
144
$81.7K 0.03%
500
145
$77K 0.03%
317
146
$75.6K 0.03%
1,300
147
$72.1K 0.03%
150
148
$68.4K 0.03%
264
149
$66.7K 0.02%
1,800
150
$66.5K 0.02%
137
4 5
6
7 8