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
$117M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
311
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$2.35M
3
+$2.16M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$1.55M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$1.16M

Top Sells

1
+$6.96M
2
+$2.47M
3
+$1.52M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$793K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$636K

Sector Composition

1 Technology 7.97%
2 Healthcare 6.07%
3 Consumer Discretionary 4.95%
4 Industrials 3.63%
5 Financials 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.02%
+600
202
$18K 0.02%
+161
203
$17K 0.01%
110
204
$16K 0.01%
596
+142
205
$13K 0.01%
140
+55
206
$13K 0.01%
115
-17
207
$10K 0.01%
41
208
$9K 0.01%
54
-21
209
$9K 0.01%
54
+34
210
$9K 0.01%
+464
211
$9K 0.01%
68
-6
212
$8K 0.01%
+202
213
$7K 0.01%
184
214
$6K 0.01%
200
215
$6K 0.01%
229
216
$5K ﹤0.01%
57
217
$5K ﹤0.01%
24
218
$5K ﹤0.01%
195
219
$5K ﹤0.01%
22
-3
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$5K ﹤0.01%
27
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$4K ﹤0.01%
62
222
$4K ﹤0.01%
+21
223
$4K ﹤0.01%
78
-4
224
$4K ﹤0.01%
278
-8
225
$4K ﹤0.01%
210
7 8
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