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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$598K 0.31%
16,249
-877
77
$553K 0.29%
6,066
78
$499K 0.26%
1,825
79
$466K 0.24%
5,975
80
$463K 0.24%
2,014
81
$463K 0.24%
4,680
82
$454K 0.24%
439
83
$436K 0.23%
936
84
$415K 0.21%
2,530
85
$379K 0.2%
3,138
86
$374K 0.19%
999
87
$373K 0.19%
3,184
88
$372K 0.19%
+2,721
89
$368K 0.19%
5,150
+25
90
$364K 0.19%
2,524
-24
91
$340K 0.18%
3,880
92
$331K 0.17%
3,410
93
$329K 0.17%
3,800
94
$317K 0.16%
4,900
95
$315K 0.16%
7,041
-400
96
$313K 0.16%
5,334
97
$308K 0.16%
1,700
-230
98
$307K 0.16%
1,475
99
$305K 0.16%
1,735
100
$300K 0.16%
1,522
2 3
4
5 6