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
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$661K 0.3%
3,115
77
$600K 0.28%
2,501
78
$562K 0.26%
3,420
79
$525K 0.24%
439
80
$523K 0.24%
916
81
$519K 0.24%
3,880
82
$512K 0.24%
3,057
83
$486K 0.22%
2,530
84
$461K 0.21%
1,800
85
$443K 0.2%
5,150
86
$429K 0.2%
999
87
$428K 0.2%
2,014
88
$426K 0.2%
2,721
89
$423K 0.19%
4,680
90
$397K 0.18%
1,472
91
$392K 0.18%
3,125
-59
92
$390K 0.18%
5,198
93
$386K 0.18%
3,410
94
$383K 0.18%
7,041
95
$369K 0.17%
5,450
96
$361K 0.17%
2,524
97
$332K 0.15%
4,244
98
$332K 0.15%
5,642
-350
99
$326K 0.15%
2,842
+514
100
$318K 0.15%
379
2 3
4
5 6