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
$218M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$687K
3
+$440K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$305K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$216K

Top Sells

1
+$230K
2
+$182K
3
+$134K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$63.2K

Sector Composition

1 Technology 7.71%
2 Healthcare 4.05%
3 Consumer Discretionary 3.91%
4 Industrials 2.12%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.83M 1.3%
25,576
+1,226
27
$2.69M 1.24%
27,850
28
$2.54M 1.16%
9,360
-88
29
$2.43M 1.11%
4,419
30
$2.38M 1.09%
53,785
+386
31
$2.29M 1.05%
34,174
-232
32
$2.24M 1.03%
1,439
33
$2.24M 1.03%
67,356
+1,239
34
$1.98M 0.91%
48,906
-275
35
$1.96M 0.9%
59,918
+779
36
$1.86M 0.85%
28,748
-36
37
$1.73M 0.79%
8,905
38
$1.68M 0.77%
58,013
-496
39
$1.58M 0.73%
31,056
-121
40
$1.58M 0.73%
10,225
41
$1.52M 0.7%
9,228
42
$1.51M 0.69%
5,529
43
$1.5M 0.69%
21,524
+1,351
44
$1.45M 0.67%
11,515
45
$1.43M 0.66%
15,378
+126
46
$1.42M 0.65%
29,681
-36
47
$1.42M 0.65%
54,655
+1,130
48
$1.35M 0.62%
69,054
-6,868
49
$1.28M 0.59%
8,701
50
$1.2M 0.55%
58,926
+2,101
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