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
$225M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$2.39M
3
+$1.83M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Top Sells

1
+$493K
2
+$321K
3
+$262K
4
CWST icon
Casella Waste Systems
CWST
+$159K
5
ES icon
Eversource Energy
ES
+$116K

Sector Composition

1 Technology 8.63%
2 Healthcare 4.12%
3 Consumer Discretionary 3.51%
4 Industrials 2.16%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 1.09%
38,731
+1,214
27
$2.42M 1.08%
4,324
28
$2.16M 0.96%
21,113
+377
29
$2.11M 0.94%
48,772
+2,611
30
$1.95M 0.87%
39,244
+873
31
$1.86M 0.83%
8,951
32
$1.82M 0.81%
37,643
33
$1.81M 0.8%
1,424
34
$1.65M 0.73%
34,205
35
$1.59M 0.71%
10,225
36
$1.51M 0.67%
58,342
+1,522
37
$1.44M 0.64%
55,337
+3,284
38
$1.43M 0.63%
8,701
39
$1.41M 0.63%
28,060
+482
40
$1.39M 0.62%
5,456
41
$1.33M 0.59%
8,526
-558
42
$1.27M 0.56%
7,484
43
$1.25M 0.56%
7,066
+3,665
44
$1.22M 0.55%
9,515
45
$1.22M 0.54%
8,392
46
$1.14M 0.51%
37,294
+1,361
47
$1.14M 0.51%
10,931
+7,521
48
$1.14M 0.51%
4,329
49
$1.13M 0.5%
25,541
+589
50
$1.09M 0.49%
7,331
-165
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