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
$195M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$298K
3
+$203K
4
PICB icon
Invesco International Corporate Bond ETF
PICB
+$172K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$172K

Top Sells

1
+$1.02M
2
+$900K
3
+$389K
4
DIS icon
Walt Disney
DIS
+$142K
5
APA icon
APA Corp
APA
+$68.4K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.5%
3 Consumer Discretionary 3.18%
4 Industrials 2.1%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$475 ﹤0.01%
41
227
$322 ﹤0.01%
28
228
$163 ﹤0.01%
2
229
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-65
230
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-1,500
231
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-17,497
232
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-390
233
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236
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6 7 8 9
10