APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.65M
3
+$1.08M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.07M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.06M

Top Sells

1
+$555K
2
+$141K
3
+$98.1K
4
MSCI icon
MSCI
MSCI
+$88.2K
5
CB icon
Chubb
CB
+$76.5K

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 2.6%
3 Healthcare 2.34%
4 Financials 2.07%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.72M 0.85%
14,785
27
$2.58M 0.81%
51,454
+1,024
28
$2.56M 0.8%
32,625
29
$2.51M 0.79%
28,743
+639
30
$2.45M 0.77%
17,402
31
$2.37M 0.74%
17,944
32
$2.34M 0.73%
21,972
+1,379
33
$2.21M 0.69%
10,225
34
$2.03M 0.64%
61,580
+560
35
$1.81M 0.57%
27,526
+681
36
$1.75M 0.55%
8,100
37
$1.74M 0.54%
6,905
38
$1.73M 0.54%
740
39
$1.59M 0.5%
6,848
+37
40
$1.42M 0.45%
4,110
41
$1.32M 0.41%
3,863
-32
42
$1.32M 0.41%
48,773
+528
43
$1.32M 0.41%
7,100
+4
44
$1.21M 0.38%
8,715
45
$1.16M 0.36%
4,680
46
$1.15M 0.36%
3,926
+38
47
$1.11M 0.35%
2,231
48
$1.01M 0.32%
3,170
49
$991K 0.31%
4,513
+210
50
$942K 0.3%
3,101
-28
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