APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$450K 0.29%
3,115
77
$441K 0.28%
1,825
78
$441K 0.28%
5,975
79
$419K 0.27%
6,066
80
$405K 0.26%
439
81
$385K 0.25%
2,955
82
$377K 0.24%
6,125
+3,473
83
$375K 0.24%
4,680
84
$347K 0.22%
7,300
+3,839
85
$341K 0.22%
4,634
86
$339K 0.22%
936
87
$330K 0.21%
4,717
-44
88
$321K 0.21%
2,530
89
$316K 0.2%
3,800
90
$311K 0.2%
5,286
91
$308K 0.2%
999
92
$302K 0.2%
2,868
93
$299K 0.19%
3,138
94
$297K 0.19%
1,620
95
$294K 0.19%
5,334
96
$292K 0.19%
3,184
97
$278K 0.18%
2,348
+1,002
98
$275K 0.18%
3,880
99
$271K 0.18%
4,900
100
$270K 0.17%
2,548
2 3
4
5 6