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
$298M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.36M
3
+$1.29M
4
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.07M
5
EWU icon
iShares MSCI United Kingdom ETF
EWU
+$842K

Top Sells

1
+$952K
2
+$894K
3
+$342K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$314K
5
LLY icon
Eli Lilly
LLY
+$83.3K

Sector Composition

1 Technology 6.81%
2 Healthcare 3.33%
3 Consumer Discretionary 2.96%
4 Financials 2.16%
5 Industrials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$6.89K ﹤0.01%
110
177
$4.94K ﹤0.01%
42
178
$4.75K ﹤0.01%
75
179
$3.49K ﹤0.01%
100
180
$3K ﹤0.01%
46
181
$2.71K ﹤0.01%
26
182
$2.55K ﹤0.01%
116
183
$1.85K ﹤0.01%
17
184
$1.39K ﹤0.01%
4
4 5 6 7
8