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
$225M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$2.39M
3
+$1.83M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Top Sells

1
+$493K
2
+$321K
3
+$262K
4
CWST icon
Casella Waste Systems
CWST
+$159K
5
ES icon
Eversource Energy
ES
+$116K

Sector Composition

1 Technology 8.63%
2 Healthcare 4.12%
3 Consumer Discretionary 3.51%
4 Industrials 2.16%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.49K ﹤0.01%
100
227
$6.18K ﹤0.01%
204
228
$5.73K ﹤0.01%
250
-250
229
$5.53K ﹤0.01%
1,844
230
$5.04K ﹤0.01%
35
231
$4.7K ﹤0.01%
89
232
$4.53K ﹤0.01%
60
233
$4.52K ﹤0.01%
110
234
$4.44K ﹤0.01%
110
-15
235
$4.29K ﹤0.01%
31
236
$4.13K ﹤0.01%
21
237
$3.78K ﹤0.01%
71
238
$2.98K ﹤0.01%
42
239
$2.83K ﹤0.01%
91
240
$2.12K ﹤0.01%
26
241
$2.07K ﹤0.01%
15
242
$2.03K ﹤0.01%
46
243
$1.78K ﹤0.01%
17
244
$1.74K ﹤0.01%
116
245
$1.42K ﹤0.01%
19
246
$1.31K ﹤0.01%
23
247
$1.22K ﹤0.01%
124
248
$519 ﹤0.01%
12
249
$365 ﹤0.01%
13
250
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10
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