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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$310K 0.15%
5,334
102
$310K 0.15%
6,310
103
$308K 0.15%
2,530
104
$294K 0.14%
1,472
-50
105
$289K 0.14%
5,450
106
$286K 0.14%
379
107
$284K 0.14%
2,000
108
$279K 0.14%
1,734
109
$278K 0.14%
3,525
110
$277K 0.14%
1,500
-200
111
$273K 0.13%
2,400
+134
112
$266K 0.13%
2,536
113
$256K 0.13%
916
114
$243K 0.12%
3,208
115
$229K 0.11%
1,881
116
$226K 0.11%
607
-64
117
$212K 0.1%
2,600
118
$209K 0.1%
2,020
119
$208K 0.1%
3,010
120
$201K 0.1%
+5,197
121
$201K 0.1%
1,444
122
$198K 0.1%
2,516
123
$195K 0.1%
2,056
124
$186K 0.09%
3,638
125
$186K 0.09%
4,116
3 4
5
6 7