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
$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
Health Care Select Sector SPDR Fund
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
1
$7.43M 4.48%
236,882
+1,400
2
$6.67M 4.02%
179,870
+63,775
3
$6.24M 3.77%
164,655
+40,468
4
$5.38M 3.24%
46,456
5
$4.65M 2.8%
62,667
+20,042
6
$4.64M 2.8%
165,308
+15,427
7
$4.6M 2.77%
41,654
-12,053
8
$4.36M 2.63%
12,963
+1,589
9
$4.29M 2.59%
188,533
+16,112
10
$4.18M 2.52%
69,431
+45,111
11
$4.12M 2.48%
60,519
+6,943
12
$3.55M 2.14%
71,881
+19,723
13
$3.47M 2.09%
40,100
14
$3.44M 2.07%
20,184
-1,759
15
$3.17M 1.91%
52,388
+23,740
16
$3.04M 1.83%
155,925
+33,565
17
$2.98M 1.8%
57,900
18
$2.94M 1.77%
53,280
-1,558
19
$2.8M 1.69%
43,747
-35,337
20
$2.51M 1.51%
81,361
+9,213
21
$2.5M 1.51%
72,578
+13,675
22
$2.5M 1.51%
11,886
-47
23
$2.39M 1.44%
53,491
+634
24
$2.28M 1.37%
+94,607
25
$2.27M 1.37%
29,466
+300
1
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