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
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.38%
3,895
-13
52
$1.01M 0.37%
1,815
53
$972K 0.36%
4,680
54
$928K 0.34%
3,888
55
$850K 0.31%
2,800
56
$832K 0.31%
3,170
57
$832K 0.31%
4,303
58
$720K 0.26%
14,273
59
$707K 0.26%
3,880
60
$695K 0.26%
3,000
61
$683K 0.25%
8,725
62
$667K 0.24%
1,829
63
$660K 0.24%
3,093
64
$625K 0.23%
3,081
65
$611K 0.22%
1,775
66
$600K 0.22%
5,250
-200
67
$591K 0.22%
1,892
68
$590K 0.22%
4,764
69
$586K 0.22%
5,092
-100
70
$573K 0.21%
3,124
71
$559K 0.21%
5,382
-220
72
$545K 0.2%
5,904
73
$544K 0.2%
999
74
$514K 0.19%
2,200
75
$504K 0.19%
16,272
-100
1 2
3
4 5