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
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$268K 0.17%
5,992
-59
102
$266K 0.17%
1,575
103
$261K 0.17%
3,410
104
$248K 0.16%
1,735
105
$245K 0.16%
916
106
$243K 0.16%
2,530
107
$239K 0.15%
1,522
108
$236K 0.15%
2,113
109
$229K 0.15%
5,450
-2,081
110
$227K 0.15%
3,096
111
$227K 0.15%
4,244
112
$226K 0.15%
2,536
-2,871
113
$216K 0.14%
1,313
114
$214K 0.14%
4,226
115
$206K 0.13%
379
116
$204K 0.13%
1,444
117
$202K 0.13%
1,881
118
$198K 0.13%
671
119
$193K 0.12%
3,525
120
$192K 0.12%
8,395
121
$188K 0.12%
2,613
-1,030
122
$180K 0.12%
1,421
123
$175K 0.11%
4,470
-54
124
$164K 0.11%
4,116
125
$159K 0.1%
2,656
-244
3 4
5
6 7