APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$256M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$10.9M
3
+$10.9M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$7.29M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.66M

Top Sells

1
+$8.49M
2
+$7.97M
3
+$7.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.33M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$3.91M

Sector Composition

1 Technology 8.09%
2 Healthcare 3.7%
3 Consumer Discretionary 3.01%
4 Industrials 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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