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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.6%
8,364
52
$1.12M 0.58%
4,820
53
$1.1M 0.57%
7,446
54
$969K 0.5%
1,938
55
$966K 0.5%
4,418
56
$938K 0.49%
4,600
57
$929K 0.48%
4,329
58
$909K 0.47%
3,170
59
$907K 0.47%
3,839
60
$829K 0.43%
3,034
61
$821K 0.43%
16,473
62
$820K 0.42%
4,829
-45
63
$805K 0.42%
7,513
+381
64
$805K 0.42%
3,339
-1,455
65
$792K 0.41%
2,231
66
$782K 0.41%
3,987
67
$771K 0.4%
10,572
68
$731K 0.38%
2,800
69
$722K 0.37%
324
-3
70
$685K 0.35%
3,888
71
$677K 0.35%
2,550
+150
72
$663K 0.34%
3,115
73
$619K 0.32%
3,800
74
$613K 0.32%
5,602
75
$611K 0.32%
2,501
1 2
3
4 5