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
$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
1
$6.83M 5.22%
205,127
-2,830
2
$6.83M 5.22%
65,923
+960
3
$5.49M 4.2%
89,456
4
$5.49M 4.2%
236,924
-1,208
5
$4.34M 3.32%
165,797
-1,948
6
$4.04M 3.09%
131,125
+51,410
7
$3.09M 2.36%
34,266
+101
8
$2.83M 2.17%
40,100
9
$2.79M 2.13%
25,209
+1,255
10
$2.53M 1.94%
45,264
+252
11
$2.53M 1.94%
53,370
+33,307
12
$2.49M 1.9%
114,211
+743
13
$2.45M 1.87%
16,235
+245
14
$2.23M 1.71%
37,760
+27,417
15
$2.09M 1.6%
57,900
16
$2M 1.53%
60,528
+850
17
$1.9M 1.45%
36,216
-32,070
18
$1.75M 1.34%
76,782
+984
19
$1.73M 1.32%
+37,909
20
$1.68M 1.28%
12,083
+300
21
$1.48M 1.13%
33,191
+247
22
$1.29M 0.99%
58,052
-34,713
23
$1.27M 0.97%
7,373
+165
24
$1.27M 0.97%
30,050
-25,693
25
$1.24M 0.95%
15,377
1
2 3 4 5