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
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Sells

1 +$790K
2 +$194K
3 +$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$13K 0.01%
+282
202
$13K 0.01%
720
203
$13K 0.01%
524
204
$12K 0.01%
200
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$12K 0.01%
213
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$10K ﹤0.01%
115
207
$10K ﹤0.01%
516
208
$9K ﹤0.01%
208
209
$9K ﹤0.01%
315
210
$9K ﹤0.01%
22
211
$9K ﹤0.01%
122
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$8K ﹤0.01%
195
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$7K ﹤0.01%
500
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$7K ﹤0.01%
38
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$5K ﹤0.01%
77
-1
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$4K ﹤0.01%
103
218
$3K ﹤0.01%
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26
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$3K ﹤0.01%
100
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$3K ﹤0.01%
30
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$3K ﹤0.01%
10
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$3K ﹤0.01%
154
225
$3K ﹤0.01%
17