APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$275K 0.22%
936
102
$270K 0.21%
2,355
103
$266K 0.21%
1,575
104
$254K 0.2%
863
105
$249K 0.2%
3,525
106
$243K 0.19%
2,000
107
$240K 0.19%
5,069
+97
108
$240K 0.19%
4,540
109
$238K 0.19%
5,028
110
$238K 0.19%
1,997
111
$237K 0.19%
4,805
112
$237K 0.19%
4,244
113
$231K 0.18%
8,362
114
$230K 0.18%
+7,735
115
$229K 0.18%
8,138
116
$229K 0.18%
4,461
117
$225K 0.18%
3,229
118
$217K 0.17%
2,652
119
$214K 0.17%
916
120
$207K 0.16%
13,759
+1,058
121
$201K 0.16%
2,200
122
$201K 0.16%
7,932
123
$199K 0.16%
3,638
124
$199K 0.16%
3,792
125
$194K 0.15%
1,421
3 4
5
6 7