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
$271M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.25M
3
+$3.26M
4
FLIA icon
Franklin International Aggregate Bond ETF
FLIA
+$2.32M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.98M

Top Sells

1
+$9.86M
2
+$7.34M
3
+$6.59M
4
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$904K

Sector Composition

1 Technology 6.98%
2 Healthcare 3.66%
3 Consumer Discretionary 2.92%
4 Financials 2.15%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65.2K 0.02%
2,292
152
$64.5K 0.02%
650
153
$61.4K 0.02%
470
154
$59.7K 0.02%
401
155
$49.6K 0.02%
217
-23
156
$49.4K 0.02%
852
157
$47.8K 0.02%
465
158
$44.9K 0.02%
482
159
$39.2K 0.01%
210
-28
160
$37K 0.01%
410
-10,000
161
$35.6K 0.01%
368
162
$34.2K 0.01%
66
163
$31.6K 0.01%
420
164
$30.7K 0.01%
430
165
$25.2K 0.01%
308
166
$24.7K 0.01%
196
167
$23.9K 0.01%
364
168
$23.9K 0.01%
261
169
$23.7K 0.01%
140
170
$18.8K 0.01%
200
171
$18.4K 0.01%
220
172
$17K 0.01%
455
173
$16.6K 0.01%
29
174
$15.7K 0.01%
200
175
$15.6K 0.01%
360
5 6
7
8 9