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
$218M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$687K
3
+$440K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$305K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$216K

Top Sells

1
+$230K
2
+$182K
3
+$134K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$63.2K

Sector Composition

1 Technology 7.71%
2 Healthcare 4.05%
3 Consumer Discretionary 3.91%
4 Industrials 2.12%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
30
227
$2K ﹤0.01%
124
-37
228
$2K ﹤0.01%
30
229
$1K ﹤0.01%
23
230
$1K ﹤0.01%
25
231
$1K ﹤0.01%
27
232
$1K ﹤0.01%
41
233
– –
0
234
– –
-125
235
$0 ﹤0.01%
2
236
– –
-12
6 7 8 9
10