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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.31%
24,350
+500
27
$2.27M 1.11%
27,850
28
$2.25M 1.11%
53,399
+3,227
29
$2.23M 1.09%
9,448
-2,654
30
$2.21M 1.09%
34,406
+287
31
$2.21M 1.09%
4,419
32
$2.12M 1.04%
1,439
33
$1.95M 0.96%
66,117
+5,105
34
$1.85M 0.91%
59,139
+4,888
35
$1.7M 0.84%
28,784
+1,826
36
$1.69M 0.83%
8,905
37
$1.65M 0.81%
49,181
+3,912
38
$1.59M 0.78%
31,177
+2,085
39
$1.54M 0.76%
20,173
+820
40
$1.52M 0.75%
9,228
+374
41
$1.51M 0.74%
58,509
+3,971
42
$1.5M 0.74%
10,225
43
$1.46M 0.72%
75,922
+2,002
44
$1.37M 0.67%
15,252
+128
45
$1.36M 0.67%
5,529
46
$1.34M 0.66%
11,515
47
$1.33M 0.65%
53,525
+3,296
48
$1.3M 0.64%
29,717
+1,749
49
$1.24M 0.61%
56,825
+3,443
50
$1.16M 0.57%
8,701
-2,299
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