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
151
$51K 0.03%
1,669
152
$48K 0.03%
450
153
$47K 0.03%
1,800
154
$46K 0.03%
154
155
$46K 0.03%
150
156
$44K 0.03%
459
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157
$42K 0.03%
702
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158
$40K 0.02%
856
159
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852
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160
$37K 0.02%
233
161
$34K 0.02%
445
162
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760
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163
$33K 0.02%
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164
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368
165
$32K 0.02%
445
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166
$31K 0.02%
523
167
$29K 0.02%
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168
$27K 0.02%
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169
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206
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$22K 0.01%
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175
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160
-105
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