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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.42%
30,507
+1,041
27
$2.69M 1.39%
12,102
+216
28
$2.43M 1.26%
4,419
29
$2.41M 1.25%
1,439
-199
30
$2.12M 1.1%
34,119
+7,020
31
$2.02M 1.05%
50,172
+1,516
32
$1.73M 0.9%
61,012
+9,245
33
$1.68M 0.87%
45,269
+12,069
34
$1.63M 0.84%
27,850
35
$1.59M 0.82%
54,251
+2,750
36
$1.49M 0.77%
19,353
-3,322
37
$1.49M 0.77%
29,092
+26,956
38
$1.45M 0.75%
26,958
+4,991
39
$1.44M 0.75%
10,225
40
$1.43M 0.74%
11,000
41
$1.43M 0.74%
8,905
42
$1.39M 0.72%
8,854
-28
43
$1.35M 0.7%
5,529
44
$1.32M 0.68%
54,538
+8,536
45
$1.31M 0.68%
11,515
46
$1.3M 0.67%
15,124
-464
47
$1.3M 0.67%
73,920
+9,121
48
$1.25M 0.65%
53,382
+1,964
49
$1.2M 0.62%
50,229
-1,660
50
$1.2M 0.62%
27,968
+2,275
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