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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$589K 0.29%
16,249
77
$548K 0.27%
3,540
-260
78
$507K 0.25%
6,066
79
$506K 0.25%
1,800
-25
80
$501K 0.25%
2,014
81
$500K 0.25%
439
82
$478K 0.23%
2,530
83
$447K 0.22%
4,680
84
$432K 0.21%
3,057
-81
85
$427K 0.21%
936
86
$412K 0.2%
2,721
87
$406K 0.2%
5,519
-456
88
$400K 0.2%
3,880
89
$398K 0.2%
5,150
90
$396K 0.19%
999
91
$379K 0.19%
2,524
92
$376K 0.18%
3,184
93
$373K 0.18%
3,410
94
$364K 0.18%
7,041
95
$335K 0.16%
5,992
96
$329K 0.16%
1,421
97
$329K 0.16%
3,800
98
$325K 0.16%
1,475
99
$321K 0.16%
1,735
100
$314K 0.15%
4,244
2 3
4
5 6