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
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.77M 1.27%
25,610
+34
27
$2.75M 1.26%
4,419
28
$2.68M 1.23%
27,730
-120
29
$2.64M 1.21%
9,360
30
$2.61M 1.2%
53,684
-101
31
$2.42M 1.11%
1,439
32
$2.28M 1.05%
67,250
-106
33
$2.13M 0.98%
34,518
+344
34
$2.1M 0.96%
41,098
+10,042
35
$1.93M 0.89%
59,961
+43
36
$1.81M 0.83%
28,692
-56
37
$1.81M 0.83%
8,905
38
$1.76M 0.81%
58,051
+38
39
$1.57M 0.72%
48,942
+36
40
$1.57M 0.72%
10,225
41
$1.55M 0.71%
5,529
42
$1.48M 0.68%
9,175
-53
43
$1.47M 0.67%
11,515
44
$1.46M 0.67%
30,777
+9,253
45
$1.43M 0.66%
29,619
-62
46
$1.36M 0.62%
54,694
+39
47
$1.35M 0.62%
69,022
-32
48
$1.35M 0.62%
11,586
+3,185
49
$1.3M 0.6%
8,701
50
$1.28M 0.59%
58,974
+48
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