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
$131M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.59M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.58M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$824K

Top Sells

1
+$1.89M
2
+$1.68M
3
+$1.43M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.08M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$772K

Sector Composition

1 Technology 7.71%
2 Healthcare 5.41%
3 Consumer Discretionary 4.73%
4 Financials 3.61%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$64K 0.05%
4,000
177
$64K 0.05%
939
+110
178
$63K 0.05%
680
179
$63K 0.05%
1,451
+25
180
$62K 0.05%
+493
181
$61K 0.05%
2,004
+36
182
$61K 0.05%
1,016
+17
183
$59K 0.05%
477
184
$58K 0.04%
+1,190
185
$56K 0.04%
+1,811
186
$55K 0.04%
450
187
$55K 0.04%
401
188
$54K 0.04%
676
189
$53K 0.04%
467
190
$52K 0.04%
916
+20
191
$46K 0.04%
971
+103
192
$45K 0.03%
154
193
$45K 0.03%
1,450
194
$43K 0.03%
265
195
$43K 0.03%
375
196
$42K 0.03%
896
197
$42K 0.03%
1,239
+315
198
$41K 0.03%
1,800
199
$40K 0.03%
+150
200
$38K 0.03%
856
6 7
8
9 10