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
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$919K 0.59%
51,035
+1,086
52
$902K 0.58%
63,396
+133
53
$880K 0.57%
15,403
+1,686
54
$862K 0.56%
33,481
+67
55
$853K 0.55%
4,418
56
$844K 0.55%
1,938
57
$814K 0.53%
2,231
58
$804K 0.52%
4,600
59
$800K 0.52%
25,089
+698
60
$799K 0.52%
4,329
61
$700K 0.45%
7,132
+19
62
$689K 0.45%
3,034
63
$656K 0.42%
3,170
64
$644K 0.42%
10,572
65
$601K 0.39%
2,800
66
$601K 0.39%
2,400
67
$590K 0.38%
12,647
68
$584K 0.38%
2,501
69
$579K 0.37%
3,888
70
$571K 0.37%
3,987
-159
71
$531K 0.34%
17,126
72
$527K 0.34%
331
73
$524K 0.34%
3,800
74
$512K 0.33%
5,602
75
$475K 0.31%
2,014
1 2
3
4 5