APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.1M
3
+$736K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$431K
5
KO icon
Coca-Cola
KO
+$431K

Top Sells

1
+$1.02M
2
+$1.01M
3
+$958K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$800K
5
ITGR icon
Integer Holdings
ITGR
+$472K

Sector Composition

1 Technology 6.11%
2 Consumer Discretionary 2.84%
3 Healthcare 2.37%
4 Financials 2.32%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.9%
32,625
27
$2.47M 0.84%
50,430
+513
28
$2.47M 0.84%
120,339
-3,400
29
$2.27M 0.77%
28,104
-420
30
$2.26M 0.77%
17,944
31
$2.2M 0.75%
17,402
32
$2.15M 0.73%
20,593
+241
33
$2.09M 0.71%
10,225
34
$1.93M 0.66%
740
-144
35
$1.88M 0.64%
324
36
$1.68M 0.57%
61,020
-1,829
37
$1.53M 0.52%
6,905
38
$1.48M 0.5%
26,845
-940
39
$1.41M 0.48%
4,110
40
$1.38M 0.47%
3,895
41
$1.27M 0.43%
48,245
-858
42
$1.26M 0.43%
6,811
43
$1.25M 0.43%
4,680
44
$1.2M 0.41%
3,888
45
$1.17M 0.4%
8,715
46
$1.08M 0.37%
7,096
-430
47
$1.03M 0.35%
2,231
48
$944K 0.32%
4,303
49
$941K 0.32%
5,907
50
$921K 0.31%
18,178
+3,962
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