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
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.57%
15,359
-19
52
$1.17M 0.54%
8,364
53
$1.12M 0.51%
7,446
54
$1.11M 0.51%
1,923
55
$1.04M 0.48%
4,329
56
$1.03M 0.47%
3,034
57
$950K 0.44%
4,600
58
$931K 0.43%
3,170
59
$929K 0.43%
4,171
60
$896K 0.41%
2,800
61
$878K 0.4%
16,473
62
$810K 0.37%
7,513
63
$801K 0.37%
2,440
64
$793K 0.36%
3,626
-361
65
$777K 0.36%
3,888
66
$774K 0.36%
9,926
-123
67
$770K 0.35%
2,231
68
$769K 0.35%
324
69
$714K 0.33%
4,820
70
$706K 0.32%
2,576
71
$699K 0.32%
16,249
72
$699K 0.32%
4,829
73
$696K 0.32%
3,839
74
$687K 0.32%
6,066
75
$662K 0.3%
5,602
1 2
3
4 5