APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$637K 0.5%
3,170
52
$625K 0.49%
4,967
53
$622K 0.49%
3,763
54
$621K 0.49%
331
55
$603K 0.48%
11,973
-8,325
56
$599K 0.47%
2,434
57
$594K 0.47%
10,882
58
$586K 0.46%
3,034
59
$571K 0.45%
1,938
60
$561K 0.44%
7,030
-450
61
$517K 0.41%
2,800
62
$510K 0.4%
2,450
63
$493K 0.39%
2,822
64
$489K 0.39%
6,728
65
$463K 0.37%
5,791
66
$456K 0.36%
5,951
-400
67
$453K 0.36%
5,382
68
$447K 0.35%
7,331
69
$445K 0.35%
13,203
70
$432K 0.34%
2,982
71
$413K 0.33%
1,825
72
$411K 0.32%
14,921
+913
73
$402K 0.32%
369
74
$402K 0.32%
5,119
+59
75
$398K 0.31%
13,782
+866
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3
4 5