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
$195M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.22M
3
+$2.07M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.95M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1M

Top Sells

1
+$8.02M
2
+$2.33M
3
+$2.08M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.98M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.8M

Sector Composition

1 Technology 7.26%
2 Healthcare 4.97%
3 Consumer Discretionary 3.35%
4 Industrials 2.59%
5 Financials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$63.3K 0.03%
432
152
$61.6K 0.03%
459
153
$57.4K 0.03%
872
-157
154
$55.8K 0.03%
1,800
155
$52.7K 0.03%
150
-484
156
$52.5K 0.03%
317
157
$50.8K 0.03%
470
158
$50K 0.03%
1,000
159
$45.4K 0.02%
206
160
$45.1K 0.02%
145
161
$43.1K 0.02%
115
162
$42.9K 0.02%
852
163
$42.5K 0.02%
465
164
$41.8K 0.02%
643
165
$41.4K 0.02%
445
166
$37.9K 0.02%
368
167
$37.7K 0.02%
1,000
168
$33.9K 0.02%
66
169
$33.6K 0.02%
1,000
170
$32.5K 0.02%
479
171
$31.6K 0.02%
270
172
$30.3K 0.02%
596
173
$29.1K 0.01%
2,500
174
$26.9K 0.01%
137
175
$25.9K 0.01%
261
5 6
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