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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$512K 0.5%
+11,816
52
$496K 0.49%
+2,255
53
$480K 0.47%
+1,638
54
$464K 0.45%
+2,701
55
$457K 0.45%
+3,488
56
$457K 0.45%
+7,331
57
$457K 0.45%
+2,866
58
$433K 0.42%
+6,351
59
$424K 0.42%
+8,018
60
$419K 0.41%
+3,588
61
$407K 0.4%
+13,203
62
$405K 0.4%
+3,093
63
$395K 0.39%
+2,800
64
$389K 0.38%
+5,382
65
$387K 0.38%
+5,310
66
$383K 0.38%
+369
67
$373K 0.37%
+1,914
68
$373K 0.37%
+2,822
69
$365K 0.36%
+11,048
70
$358K 0.35%
+6,243
71
$348K 0.34%
+6,901
72
$336K 0.33%
+4,507
73
$331K 0.32%
+16,013
74
$331K 0.32%
+13,813
75
$323K 0.32%
+8,474
1 2
3
4 5