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
$298M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$2.38M
2 +$1.36M
3 +$1.29M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.07M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$842K

Top Sells

1 +$952K
2 +$894K
3 +$342K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$314K
5
LLY icon
Eli Lilly
LLY
+$83.3K

Sector Composition

1 Technology 6.81%
2 Healthcare 3.33%
3 Consumer Discretionary 2.96%
4 Financials 2.16%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$51.5K 0.02%
217
152
$50.1K 0.02%
465
153
$49.8K 0.02%
410
154
$46.5K 0.02%
852
155
$43.4K 0.01%
210
156
$42.4K 0.01%
368
157
$35.8K 0.01%
352
-130
158
$34.3K 0.01%
66
159
$32.2K 0.01%
420
160
$30.8K 0.01%
430
161
$29.4K 0.01%
364
162
$26.5K 0.01%
196
163
$25.4K 0.01%
261
164
$20.9K 0.01%
300
165
$20.6K 0.01%
455
166
$20.1K 0.01%
220
167
$17.7K 0.01%
200
168
$17.5K 0.01%
365
169
$15.1K 0.01%
200
170
$15K 0.01%
360
171
$15K 0.01%
100
172
$14.7K ﹤0.01%
29
173
$12.8K ﹤0.01%
107
+1
174
$12.4K ﹤0.01%
200
175
$11.5K ﹤0.01%
252