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
$145M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$417K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$234K

Top Sells

1
+$331K
2
+$187K
3
+$163K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$134K
5
PAK
Global X MSCI Pakistan ETF
PAK
+$129K

Sector Composition

1 Technology 8.17%
2 Healthcare 5.69%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6K ﹤0.01%
+181
252
$6K ﹤0.01%
+105
253
$6K ﹤0.01%
+290
254
$6K ﹤0.01%
+185
255
$6K ﹤0.01%
+254
256
$6K ﹤0.01%
+155
257
$6K ﹤0.01%
184
258
$6K ﹤0.01%
24
259
$6K ﹤0.01%
210
260
$6K ﹤0.01%
195
261
$6K ﹤0.01%
493
+10
262
$6K ﹤0.01%
22
263
$6K ﹤0.01%
+69
264
$5K ﹤0.01%
110
+100
265
$5K ﹤0.01%
+500
266
$5K ﹤0.01%
27
267
$4K ﹤0.01%
62
268
$4K ﹤0.01%
21
269
$4K ﹤0.01%
78
270
$4K ﹤0.01%
22
271
$3K ﹤0.01%
295
+17
272
$3K ﹤0.01%
42
273
$3K ﹤0.01%
73
274
$2K ﹤0.01%
16
275
$2K ﹤0.01%
28
9 10
11
12 13