APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$5K ﹤0.01%
27
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$4K ﹤0.01%
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$3K ﹤0.01%
500
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$3K ﹤0.01%
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230
$2K ﹤0.01%
30
231
$2K ﹤0.01%
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$2K ﹤0.01%
10
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$2K ﹤0.01%
30
234
$2K ﹤0.01%
100
-10
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$2K ﹤0.01%
42
236
$2K ﹤0.01%
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237
$2K ﹤0.01%
30
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$1K ﹤0.01%
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$1K ﹤0.01%
10
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$1K ﹤0.01%
26
241
$1K ﹤0.01%
18
242
$0 ﹤0.01%
2
243
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250
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