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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.53M
3
+$5.84M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.63M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$4.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2K ﹤0.01%
+16
252
$2K ﹤0.01%
+31
253
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+9
254
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+28
255
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+13
256
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+30
257
$2K ﹤0.01%
+10
258
$2K ﹤0.01%
+17
259
$2K ﹤0.01%
+30
260
$2K ﹤0.01%
+49
261
$2K ﹤0.01%
+35
262
$1K ﹤0.01%
+10
263
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+10
264
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265
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+30
266
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+46
267
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+18
268
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269
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+21
270
$1K ﹤0.01%
+34
271
$1K ﹤0.01%
+76
272
$1K ﹤0.01%
+42
273
$1K ﹤0.01%
+3
274
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+15
275
$1K ﹤0.01%
+30
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