APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
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
+$6.95M
2
+$6.53M
3
+$5.84M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.63M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.85M

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%
+57
227
$5K ﹤0.01%
+20
228
$5K ﹤0.01%
+229
229
$5K ﹤0.01%
+823
230
$4K ﹤0.01%
+100
231
$4K ﹤0.01%
+286
232
$4K ﹤0.01%
+260
233
$4K ﹤0.01%
+75
234
$4K ﹤0.01%
+24
235
$4K ﹤0.01%
+195
236
$4K ﹤0.01%
+25
237
$3K ﹤0.01%
+62
238
$3K ﹤0.01%
+54
239
$3K ﹤0.01%
+20
240
$3K ﹤0.01%
+82
241
$3K ﹤0.01%
+210
242
$3K ﹤0.01%
+28
243
$3K ﹤0.01%
+20
244
$2K ﹤0.01%
+30
245
$2K ﹤0.01%
+10
246
$2K ﹤0.01%
+17
247
$2K ﹤0.01%
+11
248
$2K ﹤0.01%
+26
249
$2K ﹤0.01%
+12
250
$2K ﹤0.01%
+50
8 9
10
11 12