APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.1M
3
+$736K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$431K
5
KO icon
Coca-Cola
KO
+$431K

Top Sells

1
+$1.02M
2
+$1.01M
3
+$958K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$800K
5
ITGR icon
Integer Holdings
ITGR
+$472K

Sector Composition

1 Technology 6.11%
2 Consumer Discretionary 2.84%
3 Healthcare 2.37%
4 Financials 2.32%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$914K 0.31%
3,129
52
$906K 0.31%
3,170
53
$894K 0.3%
8,292
+3,200
54
$853K 0.29%
3,708
+3,200
55
$837K 0.29%
2,800
56
$819K 0.28%
20,615
-594
57
$804K 0.27%
1,806
58
$791K 0.27%
3,200
59
$777K 0.26%
1,829
60
$702K 0.24%
1,815
61
$687K 0.23%
5,206
62
$685K 0.23%
4,694
63
$665K 0.23%
3,081
64
$646K 0.22%
9,132
+6,087
65
$631K 0.21%
1,720
66
$617K 0.21%
999
67
$572K 0.19%
1,473
68
$528K 0.18%
1,892
69
$525K 0.18%
2,530
70
$525K 0.18%
2,400
71
$510K 0.17%
2,873
72
$489K 0.17%
5,450
+200
73
$463K 0.16%
232
-20
74
$462K 0.16%
5,904
75
$460K 0.16%
3,382
1 2
3
4 5