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
$297M
AUM Growth
-$1.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$1.79M
3
+$1.16M
4
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$1.15M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.11M

Top Sells

1
+$2.92M
2
+$2.29M
3
+$1.97M
4
CGCP icon
Capital Group Core Plus Income ETF
CGCP
+$1.5M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.49M

Sector Composition

1 Technology 7.21%
2 Consumer Discretionary 2.91%
3 Healthcare 2.84%
4 Financials 2.27%
5 Industrials 1.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7.74K ﹤0.01%
110
177
$4.85K ﹤0.01%
75
178
$4.59K ﹤0.01%
42
179
$4.41K ﹤0.01%
100
180
$3.27K ﹤0.01%
26
181
$2.85K ﹤0.01%
46
182
$2.64K ﹤0.01%
116
183
$1.92K ﹤0.01%
17
184
$1.1K ﹤0.01%
4
4 5 6 7
8