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
26
$1.75M 1.13%
58,903
+6,141
27
$1.65M 1.07%
28,648
+340
28
$1.61M 1.04%
1,638
29
$1.45M 0.94%
+27,850
30
$1.4M 0.9%
22,544
-3,447
31
$1.39M 0.9%
24,320
+21,501
32
$1.39M 0.89%
27,308
+20,610
33
$1.25M 0.81%
8,882
34
$1.23M 0.79%
6,404
35
$1.22M 0.79%
50,553
+362
36
$1.2M 0.78%
8,905
37
$1.2M 0.77%
10,225
38
$1.18M 0.76%
40,798
+4,456
39
$1.15M 0.74%
11,000
40
$1.12M 0.72%
3,855
41
$1.06M 0.69%
5,529
42
$1.04M 0.67%
4,820
43
$1.01M 0.65%
52,336
-2,479
44
$1M 0.65%
8,364
45
$986K 0.64%
16,473
46
$985K 0.64%
7,446
47
$970K 0.63%
21,456
-504
48
$968K 0.63%
4,874
49
$939K 0.61%
45,258
-11,398
50
$937K 0.61%
32,570
+137
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