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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$321K 0.31%
+4,806
77
$317K 0.31%
+14,960
78
$310K 0.3%
+6,066
79
$305K 0.3%
+3,543
80
$301K 0.29%
+5,355
81
$299K 0.29%
+3,138
82
$292K 0.29%
+1,825
83
$290K 0.28%
+3,184
84
$282K 0.28%
+4,680
85
$281K 0.28%
+5,963
86
$279K 0.27%
+4,334
87
$277K 0.27%
+1,809
88
$276K 0.27%
+916
89
$275K 0.27%
+3,978
90
$262K 0.26%
+2,561
91
$261K 0.26%
+3,480
92
$260K 0.25%
+3,410
93
$250K 0.24%
+999
94
$247K 0.24%
+766
95
$247K 0.24%
+3,800
96
$244K 0.24%
+5,244
97
$242K 0.24%
+1,620
98
$242K 0.24%
+6,942
99
$233K 0.23%
+2,128
100
$232K 0.23%
+5,028
2 3
4
5 6