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
$195M
AUM Growth
+$513K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$3.96M
2 +$2.22M
3 +$2.07M
4
JMUB icon
JPMorgan Municipal ETF
JMUB
+$1.95M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1M

Top Sells

1 +$8.02M
2 +$2.33M
3 +$2.08M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.98M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.8M

Sector Composition

1 Technology 7.26%
2 Healthcare 4.97%
3 Consumer Discretionary 3.35%
4 Industrials 2.59%
5 Financials 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$25.7K 0.01%
364
177
$23.4K 0.01%
430
178
$22.6K 0.01%
200
179
$21.3K 0.01%
62
180
$20.5K 0.01%
170
181
$19.2K 0.01%
196
182
$18.4K 0.01%
1,000
183
$17.6K 0.01%
455
184
$17.4K 0.01%
50
185
$16.4K 0.01%
200
186
$15.4K 0.01%
500
187
$15.4K 0.01%
140
188
$14.8K 0.01%
308
189
$14.5K 0.01%
300
190
$14.4K 0.01%
200
191
$14.3K 0.01%
140
192
$14.2K 0.01%
365
193
$12.8K 0.01%
458
194
$12.7K 0.01%
1,000
195
$12.4K 0.01%
1,000
196
$11K 0.01%
252
197
$11K 0.01%
195
198
$10.8K 0.01%
115
199
$9.16K ﹤0.01%
213
200
$7.53K ﹤0.01%
122