APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.1M
3
+$736K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$431K
5
KO icon
Coca-Cola
KO
+$431K

Top Sells

1
+$1.02M
2
+$1.01M
3
+$958K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$800K
5
ITGR icon
Integer Holdings
ITGR
+$472K

Sector Composition

1 Technology 6.11%
2 Consumer Discretionary 2.84%
3 Healthcare 2.37%
4 Financials 2.32%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$457K 0.16%
6,591
77
$446K 0.15%
2,095
+1,995
78
$444K 0.15%
4,970
79
$436K 0.15%
2,000
80
$436K 0.15%
826
81
$423K 0.14%
1,500
82
$412K 0.14%
734
-50
83
$411K 0.14%
1,881
84
$398K 0.14%
379
85
$395K 0.13%
2,240
86
$394K 0.13%
1,380
87
$384K 0.13%
3,638
88
$381K 0.13%
3,900
89
$377K 0.13%
4,764
90
$375K 0.13%
3,251
91
$375K 0.13%
1,610
-1,483
92
$356K 0.12%
4,066
93
$352K 0.12%
14,542
94
$347K 0.12%
2,421
95
$342K 0.12%
2,585
96
$341K 0.12%
1,867
97
$339K 0.12%
1,743
98
$330K 0.11%
679
99
$319K 0.11%
1,000
100
$313K 0.11%
3,404
2 3
4
5 6