APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-14,291
277
– –
-850
278
– –
-304
279
– –
-22
280
– –
-1,909
281
– –
-107
282
– –
0
283
$0 ﹤0.01%
41
284
$0 ﹤0.01%
2
285
– –
-16,543
8 9 10 11
12