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
$145M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$417K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$234K

Top Sells

1
+$331K
2
+$187K
3
+$163K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$134K
5
PAK
Global X MSCI Pakistan ETF
PAK
+$129K

Sector Composition

1 Technology 8.17%
2 Healthcare 5.69%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 0.92%
58,519
+467
27
$1.3M 0.9%
8,882
+600
28
$1.27M 0.88%
10,225
29
$1.27M 0.88%
4,490
30
$1.15M 0.79%
6,539
31
$1.15M 0.79%
42,324
+311
32
$1.14M 0.79%
38,719
+2,699
33
$1.07M 0.74%
5,529
34
$1.07M 0.74%
8,905
35
$1.05M 0.73%
8,406
+167
36
$1.02M 0.71%
4,820
37
$1.02M 0.7%
7,446
38
$1.02M 0.7%
52,179
+5,344
39
$986K 0.68%
16,473
+100
40
$937K 0.65%
1,638
41
$869K 0.6%
2,231
42
$855K 0.59%
4,329
43
$844K 0.58%
3,855
44
$826K 0.57%
27,182
45
$826K 0.57%
4,600
46
$744K 0.51%
4,967
47
$741K 0.51%
48,782
+3,900
48
$734K 0.51%
10,572
49
$725K 0.5%
14,773
50
$687K 0.47%
4,146
-100
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2
3 4 5