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
26
$813K 0.8%
+8,805
27
$801K 0.78%
+7,246
28
$799K 0.78%
+4,490
29
$760K 0.74%
+15,904
30
$760K 0.74%
+4,279
31
$733K 0.72%
+15,623
32
$730K 0.72%
+7,939
33
$725K 0.71%
+5,529
34
$661K 0.65%
+4,820
35
$636K 0.62%
+33,013
36
$636K 0.62%
+9,174
37
$636K 0.62%
+15,363
38
$636K 0.62%
+25,873
39
$636K 0.62%
+3,839
40
$620K 0.61%
+6,728
41
$613K 0.6%
+10,422
42
$584K 0.57%
+2,231
43
$583K 0.57%
+4,600
44
$582K 0.57%
+4,445
45
$576K 0.56%
+5,292
46
$557K 0.55%
+10,995
47
$549K 0.54%
+29,282
48
$534K 0.52%
+310
49
$533K 0.52%
+3,170
50
$521K 0.51%
+4,967
1
2
3 4 5