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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3K ﹤0.01%
26
227
$3K ﹤0.01%
100
228
$3K ﹤0.01%
10
229
$3K ﹤0.01%
154
230
$3K ﹤0.01%
17
231
$3K ﹤0.01%
30
232
$2K ﹤0.01%
59
233
$2K ﹤0.01%
124
234
$1K ﹤0.01%
23
235
$1K ﹤0.01%
27
236
$1K ﹤0.01%
41
237
– –
0
238
– –
-2,282
239
– –
-70
240
$0 ﹤0.01%
+12
241
$0 ﹤0.01%
10
-15
242
– –
-100
243
– –
-170
244
$0 ﹤0.01%
2
6 7 8 9
10