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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.99M 1.29%
36,178
+2,905
27
$2.87M 1.23%
4,419
28
$2.83M 1.22%
8,411
-949
29
$2.66M 1.14%
27,730
30
$2.3M 0.99%
8,905
31
$2.25M 0.97%
65,132
-2,118
32
$2.24M 0.97%
43,947
+2,849
33
$2.07M 0.89%
34,592
+74
34
$2.07M 0.89%
45,185
-8,499
35
$2M 0.86%
+19,337
36
$1.95M 0.84%
5,529
37
$1.94M 0.83%
1,439
38
$1.93M 0.83%
58,363
-1,598
39
$1.79M 0.77%
26,636
-2,056
40
$1.76M 0.76%
10,225
41
$1.62M 0.7%
11,515
42
$1.57M 0.68%
9,175
43
$1.57M 0.67%
30,984
+1,365
44
$1.51M 0.65%
8,701
45
$1.45M 0.62%
72,180
+3,158
46
$1.42M 0.61%
61,934
+2,960
47
$1.42M 0.61%
57,100
+2,406
48
$1.39M 0.6%
11,958
+372
49
$1.37M 0.59%
8,364
50
$1.29M 0.56%
7,446
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