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
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$318K 0.15%
2,417
-113
102
$311K 0.14%
3,800
103
$311K 0.14%
5,979
-331
104
$308K 0.14%
1,535
105
$303K 0.14%
2,000
106
$289K 0.13%
1,475
107
$288K 0.13%
5,334
108
$285K 0.13%
1,881
109
$277K 0.13%
3,525
110
$273K 0.13%
1,421
111
$269K 0.12%
2,020
112
$259K 0.12%
916
113
$257K 0.12%
2,536
114
$254K 0.12%
1,500
115
$254K 0.12%
1,734
116
$253K 0.12%
2,056
117
$252K 0.12%
3,208
118
$250K 0.11%
634
+484
119
$225K 0.1%
577
120
$221K 0.1%
5,197
121
$221K 0.1%
3,010
122
$209K 0.1%
2,400
123
$194K 0.09%
1,250
124
$193K 0.09%
815
125
$191K 0.09%
4,116
3 4
5
6 7