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
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.5M 0.92%
32,625
27
$2.37M 0.87%
117,761
+3,101
28
$2.33M 0.85%
+67,995
29
$2.04M 0.75%
40,738
30
$1.99M 0.73%
35,305
+211
31
$1.97M 0.72%
8,701
32
$1.96M 0.72%
8,905
33
$1.93M 0.71%
81,963
+24,731
34
$1.87M 0.69%
76,592
+2,287
35
$1.87M 0.69%
10,225
-67
36
$1.8M 0.66%
16,924
+1,464
37
$1.7M 0.63%
40,383
-6,346
38
$1.65M 0.61%
32,837
-4,806
39
$1.5M 0.55%
914
40
$1.44M 0.53%
3,081
41
$1.39M 0.51%
9,515
42
$1.28M 0.47%
324
43
$1.25M 0.46%
8,526
44
$1.23M 0.45%
4,110
45
$1.17M 0.43%
6,811
-220
46
$1.14M 0.42%
6,907
-1,125
47
$1.1M 0.41%
4,329
48
$1.09M 0.4%
4,600
49
$1.04M 0.38%
2,231
50
$1.02M 0.38%
6,206
-1,000
1
2
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