APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
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
1
$6.46M 5.52%
194,762
+16,701
2
$6.1M 5.22%
123,065
+3,634
3
$5.29M 4.53%
226,581
+185,661
4
$5.02M 4.29%
89,456
5
$4.7M 4.02%
43,871
+21,933
6
$4.29M 3.67%
163,886
-94,284
7
$3.13M 2.68%
34,165
8
$2.72M 2.33%
40,100
9
$2.49M 2.13%
110,067
+95,107
10
$2.31M 1.98%
15,990
11
$2.14M 1.83%
45,012
+616
12
$2.13M 1.83%
17,365
13
$2.13M 1.82%
52,003
+20,502
14
$1.99M 1.7%
57,900
15
$1.92M 1.64%
57,410
+46,362
16
$1.87M 1.6%
86,993
+53,980
17
$1.77M 1.52%
33,088
+16,126
18
$1.46M 1.25%
71,030
+41,748
19
$1.39M 1.19%
11,783
+854
20
$1.35M 1.16%
30,518
+4,867
21
$1.14M 0.98%
8,157
+190
22
$1.14M 0.97%
15,377
23
$1.13M 0.96%
7,208
+311
24
$1.12M 0.96%
10,225
25
$1.11M 0.95%
4,490
1
2 3 4 5