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
$117M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.35M
3
+$2.16M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.55M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$1.16M

Top Sells

1
+$6.96M
2
+$2.47M
3
+$1.52M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$793K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$636K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.07%
3 Consumer Discretionary 4.95%
4 Industrials 3.63%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.09%
1,224
152
$95K 0.08%
936
+544
153
$90K 0.08%
1,628
154
$83K 0.07%
640
+355
155
$81K 0.07%
4,000
156
$78K 0.07%
1,640
-133
157
$78K 0.07%
389
+40
158
$78K 0.07%
1,500
159
$77K 0.07%
1,408
-14,496
160
$76K 0.07%
1,580
+680
161
$64K 0.05%
1,230
+473
162
$60K 0.05%
307
+136
163
$58K 0.05%
1,300
+511
164
$58K 0.05%
505
+197
165
$57K 0.05%
680
+155
166
$54K 0.05%
401
167
$52K 0.04%
829
+190
168
$52K 0.04%
676
169
$51K 0.04%
1,344
+616
170
$50K 0.04%
1,794
+974
171
$49K 0.04%
907
+431
172
$48K 0.04%
810
+363
173
$48K 0.04%
864
+190
174
$48K 0.04%
477
+85
175
$47K 0.04%
154
+102
5 6
7
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