APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.52M
3
+$3.1M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.57M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2M

Top Sells

1
+$8.13M
2
+$3.69M
3
+$2.47M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.45M
5
GTO icon
Invesco Total Return Bond ETF
GTO
+$2.45M

Sector Composition

1 Technology 6.09%
2 Healthcare 2.97%
3 Consumer Discretionary 2.78%
4 Financials 2.36%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$44.9K 0.02%
368
152
$44.4K 0.02%
410
153
$42.3K 0.02%
210
154
$40.1K 0.01%
420
155
$37.9K 0.01%
185
-1,000
156
$34.5K 0.01%
352
157
$28.7K 0.01%
66
158
$28.7K 0.01%
728
159
$25.7K 0.01%
196
160
$25.6K 0.01%
261
161
$22.8K 0.01%
300
162
$20.6K 0.01%
220
163
$20.6K 0.01%
455
164
$17.9K 0.01%
100
165
$16.5K 0.01%
365
-179,662
166
$13.3K ﹤0.01%
360
167
$13K ﹤0.01%
200
168
$12.7K ﹤0.01%
200
169
$12.4K ﹤0.01%
29
170
$12.1K ﹤0.01%
200
171
$10.6K ﹤0.01%
252
172
$7.81K ﹤0.01%
110
173
$5.2K ﹤0.01%
42
174
$4.34K ﹤0.01%
75
175
$3.98K ﹤0.01%
100
4 5 6
7
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