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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
+20
227
$5K ﹤0.01%
+229
228
$5K ﹤0.01%
+823
229
$5K ﹤0.01%
+57
230
$4K ﹤0.01%
+100
231
$4K ﹤0.01%
+286
232
$4K ﹤0.01%
+260
233
$4K ﹤0.01%
+24
234
$4K ﹤0.01%
+195
235
$4K ﹤0.01%
+25
236
$4K ﹤0.01%
+75
237
$3K ﹤0.01%
+82
238
$3K ﹤0.01%
+210
239
$3K ﹤0.01%
+28
240
$3K ﹤0.01%
+20
241
$3K ﹤0.01%
+62
242
$3K ﹤0.01%
+54
243
$3K ﹤0.01%
+20
244
$2K ﹤0.01%
+13
245
$2K ﹤0.01%
+30
246
$2K ﹤0.01%
+10
247
$2K ﹤0.01%
+17
248
$2K ﹤0.01%
+30
249
$2K ﹤0.01%
+49
250
$2K ﹤0.01%
+35
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