APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$4.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.62M
3
+$1.59M
4
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$1.58M
5
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$824K

Top Sells

1
+$1.89M
2
+$1.68M
3
+$1.43M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$1.08M
5
EWA icon
iShares MSCI Australia ETF
EWA
+$772K

Sector Composition

1 Technology 7.71%
2 Healthcare 5.41%
3 Consumer Discretionary 4.73%
4 Financials 3.61%
5 Industrials 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37K 0.03%
619
202
$37K 0.03%
+330
203
$33K 0.03%
523
204
$30K 0.02%
154
+100
205
$28K 0.02%
345
206
$28K 0.02%
189
+135
207
$27K 0.02%
+971
208
$26K 0.02%
300
209
$24K 0.02%
383
210
$24K 0.02%
233
211
$24K 0.02%
275
212
$23K 0.02%
160
213
$23K 0.02%
+382
214
$23K 0.02%
+443
215
$23K 0.02%
496
216
$23K 0.02%
643
217
$21K 0.02%
145
218
$21K 0.02%
+838
219
$18K 0.01%
110
220
$17K 0.01%
596
221
$16K 0.01%
625
222
$16K 0.01%
161
223
$15K 0.01%
+450
224
$15K 0.01%
115
225
$14K 0.01%
160
+150
7 8
9
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