APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.51M
3
+$3.26M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.56M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.05M

Top Sells

1
+$8.09M
2
+$3.6M
3
+$2.44M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$2.44M
5
JCPB icon
JPMorgan Core Plus Bond ETF
JCPB
+$2.42M

Sector Composition

1 Technology 6.09%
2 Healthcare 2.97%
3 Consumer Discretionary 2.78%
4 Financials 2.36%
5 Industrials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.28K ﹤0.01%
116
177
$3.12K ﹤0.01%
46
178
$3.03K ﹤0.01%
26
179
$1.56K ﹤0.01%
17
180
$1.32K ﹤0.01%
4
181
– –
-107
182
– –
-852
183
– –
-430
184
– –
-465
4 5 6 7
8