APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$485K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$443K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$373K

Top Sells

1
+$745K
2
+$200K
3
+$184K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$80K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$61.7K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2K ﹤0.01%
30
227
$2K ﹤0.01%
124
228
$2K ﹤0.01%
59
229
$1K ﹤0.01%
41
230
$1K ﹤0.01%
27
231
$1K ﹤0.01%
25
232
$1K ﹤0.01%
23
233
– –
-37
234
$0 ﹤0.01%
2
235
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0
236
– –
-205
237
– –
0
238
– –
-184
239
– –
-80
6 7 8 9
10