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
$297M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1 +$7.91M
2 +$1.79M
3 +$1.16M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.11M

Top Sells

1 +$2.92M
2 +$2.29M
3 +$1.97M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

Sector Composition

1 Technology 7.21%
2 Consumer Discretionary 2.91%
3 Healthcare 2.84%
4 Financials 2.27%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$57K 0.02%
500
152
$55.1K 0.02%
410
153
$52.1K 0.02%
217
154
$50.5K 0.02%
465
155
$44.7K 0.02%
210
156
$39.6K 0.01%
368
157
$36.9K 0.01%
352
158
$34.2K 0.01%
852
159
$33.2K 0.01%
420
160
$28.9K 0.01%
430
161
$27.6K 0.01%
364
162
$25.8K 0.01%
196
163
$24.3K 0.01%
66
164
$23.8K 0.01%
261
165
$19.8K 0.01%
300
166
$19.8K 0.01%
455
167
$19.5K 0.01%
220
168
$17.8K 0.01%
100
169
$15.1K 0.01%
200
170
$14.1K ﹤0.01%
29
171
$13.5K ﹤0.01%
360
172
$12.6K ﹤0.01%
107
173
$12.1K ﹤0.01%
200
174
$12.1K ﹤0.01%
252
175
$11.2K ﹤0.01%
200