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
$271M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.25M
3
+$3.26M
4
FLIA icon
Franklin International Aggregate Bond ETF
FLIA
+$2.32M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.98M

Top Sells

1
+$9.86M
2
+$7.34M
3
+$6.59M
4
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$3.06M
5
NVDA icon
NVIDIA
NVDA
+$904K

Sector Composition

1 Technology 6.98%
2 Healthcare 3.66%
3 Consumer Discretionary 2.92%
4 Financials 2.15%
5 Industrials 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$15.2K 0.01%
365
177
$14.2K 0.01%
212
+5
178
$11.3K ﹤0.01%
252
179
$10.8K ﹤0.01%
200
180
$10.6K ﹤0.01%
200
181
$8.57K ﹤0.01%
1,844
182
$7.01K ﹤0.01%
250
183
$6.96K ﹤0.01%
110
184
$6.64K ﹤0.01%
500
-2,000
185
$6.5K ﹤0.01%
100
186
$4.84K ﹤0.01%
75
187
$4.33K ﹤0.01%
42
188
$2.45K ﹤0.01%
26
189
$2.43K ﹤0.01%
46
190
$2.07K ﹤0.01%
17
191
$2.04K ﹤0.01%
116
192
$1.48K ﹤0.01%
124
193
$1.45K ﹤0.01%
4
-36
194
$1.26K ﹤0.01%
22
195
$517 ﹤0.01%
12
196
– –
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197
– –
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198
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-1,000
199
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-60
200
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