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

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

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
276
$1K ﹤0.01%
+34
277
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+21
278
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+30
279
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+15
280
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+26
281
$1K ﹤0.01%
+39
282
$1K ﹤0.01%
+20
283
$1K ﹤0.01%
+10
284
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+24
285
$1K ﹤0.01%
+138
286
$1K ﹤0.01%
+41
287
$1K ﹤0.01%
+1
288
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+67
289
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+29
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+11
291
$1K ﹤0.01%
+107
292
$0 ﹤0.01%
+1
293
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294
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295
$0 ﹤0.01%
+4
296
$0 ﹤0.01%
+54
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