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
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.44M
3
+$2.26M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$441K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$270K

Top Sells

1
+$2.73M
2
+$419K
3
+$54.7K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.7K
5
XOM icon
Exxon Mobil
XOM
+$31K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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10
7 8 9
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