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
$297M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$1.79M
3
+$1.16M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.11M

Top Sells

1
+$2.92M
2
+$2.29M
3
+$1.97M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

Sector Composition

1 Technology 7.21%
2 Consumer Discretionary 2.91%
3 Healthcare 2.84%
4 Financials 2.27%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$154K 0.05%
3,840
127
$152K 0.05%
3,200
128
$140K 0.05%
916
129
$136K 0.05%
569
130
$135K 0.05%
1,123
131
$125K 0.04%
1,734
-329
132
$124K 0.04%
1,579
133
$123K 0.04%
1,500
134
$114K 0.04%
1,592
135
$114K 0.04%
1,275
136
$113K 0.04%
1,224
137
$111K 0.04%
121
138
$103K 0.03%
1,622
139
$95.6K 0.03%
830
140
$91.8K 0.03%
153
141
$89.9K 0.03%
383
142
$89.9K 0.03%
1,125
143
$88.7K 0.03%
1,300
144
$80.8K 0.03%
150
145
$80.2K 0.03%
137
146
$72.9K 0.02%
264
147
$71.2K 0.02%
317
148
$63.6K 0.02%
470
149
$60.2K 0.02%
650
150
$58.1K 0.02%
1,800
4 5
6
7 8