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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.55%
16,376
+1,017
52
$1.26M 0.54%
44,768
-4,174
53
$1.24M 0.53%
46,324
-11,727
54
$1.16M 0.5%
2,800
55
$1.16M 0.5%
4,329
56
$1.14M 0.49%
4,600
57
$1.09M 0.47%
1,923
58
$1.02M 0.44%
3,034
59
$1.02M 0.44%
7,513
60
$1.01M 0.44%
2,440
61
$960K 0.41%
16,249
62
$959K 0.41%
3,888
63
$929K 0.4%
3,170
64
$900K 0.39%
17,473
+1,000
65
$882K 0.38%
4,072
-99
66
$843K 0.36%
3,839
67
$807K 0.35%
3,626
68
$793K 0.34%
2,231
69
$788K 0.34%
5,602
70
$787K 0.34%
2,576
71
$786K 0.34%
6,066
72
$781K 0.34%
9,926
73
$777K 0.33%
324
74
$751K 0.32%
+12,085
75
$650K 0.28%
3,115
1 2
3
4 5