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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$294K 0.15%
2,530
102
$291K 0.15%
4,244
103
$273K 0.14%
379
104
$268K 0.14%
2,266
+231
105
$262K 0.14%
3,525
106
$259K 0.13%
1,421
107
$253K 0.13%
1,734
108
$247K 0.13%
3,208
+720
109
$247K 0.13%
5,992
110
$239K 0.12%
6,310
-964
111
$238K 0.12%
2,000
112
$235K 0.12%
671
113
$224K 0.12%
916
114
$222K 0.12%
1,313
115
$220K 0.11%
1,881
116
$218K 0.11%
5,450
117
$215K 0.11%
2,516
118
$214K 0.11%
2,536
119
$204K 0.11%
3,010
+880
120
$198K 0.1%
4,116
121
$195K 0.1%
1,444
122
$186K 0.1%
2,056
123
$182K 0.09%
2,600
124
$177K 0.09%
2,020
-20
125
$170K 0.09%
3,095
3 4
5
6 7