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
151
$130K 0.1%
1,111
+175
152
$129K 0.1%
5,219
+120
153
$124K 0.09%
1,250
154
$124K 0.09%
3,130
155
$124K 0.09%
2,040
156
$119K 0.09%
+775
157
$114K 0.09%
1,224
158
$114K 0.09%
1,014
+11
159
$114K 0.09%
3,970
160
$106K 0.08%
+2,750
161
$94K 0.07%
454
+65
162
$94K 0.07%
3,256
163
$92K 0.07%
1,580
164
$92K 0.07%
1,500
165
$91K 0.07%
3,200
166
$85K 0.07%
550
+6
167
$84K 0.06%
+2,175
168
$83K 0.06%
1,640
169
$82K 0.06%
740
+100
170
$78K 0.06%
1,408
171
$74K 0.06%
1,346
+19
172
$70K 0.05%
1,498
+25
173
$69K 0.05%
2,321
+246
174
$67K 0.05%
307
175
$67K 0.05%
235
+65
5 6
7
8 9