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
$145M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$417K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$234K

Top Sells

1
+$331K
2
+$187K
3
+$163K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$134K
5
PAK
Global X MSCI Pakistan ETF
PAK
+$129K

Sector Composition

1 Technology 8.17%
2 Healthcare 5.69%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
596
227
$18K 0.01%
+304
228
$18K 0.01%
+416
229
$17K 0.01%
175
230
$17K 0.01%
161
231
$16K 0.01%
115
232
$14K 0.01%
62
233
$14K 0.01%
+500
234
$13K 0.01%
200
235
$13K 0.01%
+288
236
$12K 0.01%
140
237
$12K 0.01%
+200
238
$12K 0.01%
+140
239
$12K 0.01%
+213
240
$12K 0.01%
125
241
$11K 0.01%
200
242
$11K 0.01%
100
243
$9K 0.01%
202
244
$9K 0.01%
54
-135
245
$8K 0.01%
+205
246
$8K 0.01%
+324
247
$8K 0.01%
+195
248
$8K 0.01%
+122
249
$7K ﹤0.01%
229
250
$7K ﹤0.01%
68
8 9
10
11 12