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
$166M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$2.72M
2
+$2.36M
3
+$2.28M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.53M

Top Sells

1
+$5.34M
2
+$4.78M
3
+$2.26M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.68M
5
FXE icon
Invesco CurrencyShares Euro Currency Trust
FXE
+$1.33M

Sector Composition

1 Technology 9.09%
2 Healthcare 4.98%
3 Consumer Discretionary 4.68%
4 Industrials 2.32%
5 Consumer Staples 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6K ﹤0.01%
195
202
$5K ﹤0.01%
184
203
$5K ﹤0.01%
86
-473
204
$5K ﹤0.01%
315
205
$5K ﹤0.01%
27
206
$5K ﹤0.01%
125
207
$4K ﹤0.01%
38
-2,830
208
$4K ﹤0.01%
205
209
$4K ﹤0.01%
21
210
$3K ﹤0.01%
103
-868
211
$3K ﹤0.01%
500
212
$2K ﹤0.01%
46
213
$2K ﹤0.01%
78
214
$2K ﹤0.01%
42
215
$2K ﹤0.01%
30
216
$2K ﹤0.01%
10
217
$2K ﹤0.01%
17
218
$2K ﹤0.01%
30
219
$1K ﹤0.01%
23
-432
220
$1K ﹤0.01%
26
221
$1K ﹤0.01%
100
222
$1K ﹤0.01%
41
223
$0 ﹤0.01%
2
224
– –
-5,028
225
– –
-375
6 7 8
9
10