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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$223K 0.22%
+2,355
102
$221K 0.22%
+4,900
103
$221K 0.22%
+3,525
104
$205K 0.2%
+3,229
105
$204K 0.2%
+7,897
106
$204K 0.2%
+4,126
107
$204K 0.2%
+3,178
108
$203K 0.2%
+1,467
109
$202K 0.2%
+3,860
110
$200K 0.2%
+2,000
111
$199K 0.19%
+888
112
$199K 0.19%
+8,362
113
$198K 0.19%
+4,805
114
$198K 0.19%
+1,997
115
$195K 0.19%
+8,318
116
$191K 0.19%
+4,276
117
$185K 0.18%
+8,605
118
$181K 0.18%
+1,421
119
$178K 0.17%
+8,138
120
$178K 0.17%
+2,652
121
$173K 0.17%
+3,792
122
$169K 0.17%
+2,200
123
$166K 0.16%
+3,638
124
$154K 0.15%
+2,580
125
$153K 0.15%
+1,335
3 4
5
6 7