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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.56%
8,364
52
$1.09M 0.54%
4,820
53
$1.05M 0.52%
16,473
54
$1.05M 0.52%
7,446
55
$1.02M 0.5%
4,600
56
$970K 0.48%
4,329
57
$953K 0.47%
3,170
58
$914K 0.45%
1,923
-15
59
$897K 0.44%
4,237
-181
60
$894K 0.44%
3,034
61
$881K 0.43%
3,987
62
$825K 0.41%
3,839
63
$824K 0.4%
2,231
64
$813K 0.4%
7,513
65
$802K 0.39%
6,910
+6,042
66
$774K 0.38%
2,800
67
$762K 0.37%
10,049
-523
68
$755K 0.37%
324
69
$745K 0.37%
2,440
-110
70
$733K 0.36%
3,888
71
$676K 0.33%
3,115
72
$671K 0.33%
5,602
73
$658K 0.32%
2,706
-633
74
$654K 0.32%
4,829
75
$593K 0.29%
2,501
1 2
3
4 5