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
$117M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.35M
3
+$2.16M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.55M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$1.16M

Top Sells

1
+$6.96M
2
+$2.47M
3
+$1.52M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$793K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$636K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.07%
3 Consumer Discretionary 4.95%
4 Industrials 3.63%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.04%
1,450
+320
177
$47K 0.04%
467
+450
178
$45K 0.04%
+1,800
179
$45K 0.04%
619
+167
180
$44K 0.04%
450
+100
181
$43K 0.04%
265
+60
182
$41K 0.04%
170
+109
183
$40K 0.03%
924
+542
184
$39K 0.03%
+375
185
$38K 0.03%
896
186
$34K 0.03%
856
+120
187
$29K 0.02%
496
188
$28K 0.02%
523
+23
189
$27K 0.02%
345
190
$27K 0.02%
300
191
$26K 0.02%
625
192
$26K 0.02%
303
193
$25K 0.02%
383
+87
194
$24K 0.02%
+292
195
$23K 0.02%
290
196
$22K 0.02%
643
197
$22K 0.02%
+160
198
$20K 0.02%
123
+45
199
$19K 0.02%
145
-50
200
$19K 0.02%
233
-13
6 7
8
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