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
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.93%
10,225
27
$1.14M 0.9%
8,157
28
$1.03M 0.81%
6,539
29
$1M 0.79%
1,638
30
$991K 0.78%
41,590
+2,327
31
$976K 0.77%
7,446
32
$915K 0.72%
20,063
+2,266
33
$903K 0.71%
8,239
34
$889K 0.7%
8,805
35
$889K 0.7%
4,279
36
$845K 0.67%
5,529
37
$817K 0.64%
4,820
38
$811K 0.64%
2,231
39
$795K 0.63%
14,544
+889
40
$784K 0.62%
16,373
41
$774K 0.61%
26,973
+1,035
42
$714K 0.56%
13,047
43
$707K 0.56%
3,855
44
$694K 0.55%
4,600
45
$685K 0.54%
10,422
46
$676K 0.53%
44,186
+3,375
47
$660K 0.52%
4,246
48
$659K 0.52%
5,292
49
$659K 0.52%
10,343
+1,141
50
$648K 0.51%
15,756
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