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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$611K 0.26%
916
77
$605K 0.26%
16,570
-14,207
78
$597K 0.26%
2,434
-67
79
$573K 0.25%
4,820
80
$562K 0.24%
3,880
81
$548K 0.24%
1,800
82
$542K 0.23%
439
83
$507K 0.22%
3,040
-380
84
$500K 0.22%
3,057
85
$480K 0.21%
4,680
86
$477K 0.21%
2,530
87
$474K 0.2%
999
88
$457K 0.2%
2,721
89
$453K 0.19%
2,014
90
$446K 0.19%
1,492
+813
91
$446K 0.19%
7,041
92
$443K 0.19%
5,150
93
$435K 0.19%
2,524
94
$429K 0.18%
1,472
95
$418K 0.18%
4,479
+1,271
96
$417K 0.18%
3,410
97
$415K 0.18%
3,639
+797
98
$398K 0.17%
5,198
99
$393K 0.17%
5,450
100
$372K 0.16%
1,475
2 3
4
5 6