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
$218M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$687K
3
+$440K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$305K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$216K

Top Sells

1
+$230K
2
+$182K
3
+$134K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$63.2K

Sector Composition

1 Technology 7.71%
2 Healthcare 4.05%
3 Consumer Discretionary 3.91%
4 Industrials 2.12%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.52%
8,364
52
$1.13M 0.52%
1,923
53
$1.1M 0.51%
7,446
54
$1.09M 0.5%
4,820
55
$1.05M 0.48%
3,034
56
$1.03M 0.47%
4,600
57
$1M 0.46%
4,329
58
$988K 0.45%
3,170
59
$985K 0.45%
8,401
+1,491
60
$975K 0.45%
4,171
-66
61
$925K 0.42%
16,473
62
$914K 0.42%
3,987
63
$846K 0.39%
7,513
64
$844K 0.39%
2,231
65
$825K 0.38%
2,800
66
$793K 0.36%
10,049
67
$778K 0.36%
2,440
68
$774K 0.36%
3,839
69
$772K 0.35%
3,888
70
$709K 0.33%
324
71
$699K 0.32%
2,576
-130
72
$698K 0.32%
4,829
73
$683K 0.31%
3,115
74
$649K 0.3%
5,602
75
$636K 0.29%
16,249
1 2
3
4 5