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
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$296K 0.11%
1,185
102
$276K 0.1%
679
103
$276K 0.1%
3,404
104
$274K 0.1%
538
105
$269K 0.1%
2,056
106
$265K 0.1%
1,172
-261
107
$264K 0.1%
3,900
108
$250K 0.09%
3,500
109
$244K 0.09%
1,007
110
$241K 0.09%
2,486
111
$240K 0.09%
493
112
$226K 0.08%
1,250
113
$222K 0.08%
3,368
114
$219K 0.08%
5,300
115
$216K 0.08%
366
116
$212K 0.08%
916
117
$209K 0.08%
480
118
$194K 0.07%
3,045
119
$176K 0.06%
994
120
$172K 0.06%
1,244
121
$157K 0.06%
3,452
122
$155K 0.06%
2,149
-90
123
$148K 0.05%
1,579
124
$145K 0.05%
3,473
125
$145K 0.05%
792
3 4
5
6 7