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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$150K 0.15%
+597
127
$150K 0.15%
+1,881
128
$145K 0.14%
+369
129
$142K 0.14%
+1,244
130
$139K 0.14%
+3,087
131
$136K 0.13%
+5,060
132
$135K 0.13%
+1,472
133
$135K 0.13%
+2,092
134
$133K 0.13%
+5,511
135
$132K 0.13%
+1,024
136
$128K 0.13%
+512
137
$124K 0.12%
+895
138
$122K 0.12%
+2,072
139
$122K 0.12%
+3,130
140
$118K 0.12%
+480
141
$118K 0.12%
+3,816
142
$114K 0.11%
+2,412
143
$113K 0.11%
+2,180
144
$112K 0.11%
+2,130
145
$112K 0.11%
+3,012
146
$107K 0.1%
+1,003
147
$104K 0.1%
+1,893
148
$103K 0.1%
+1,002
149
$97K 0.1%
+3,200
150
$96K 0.09%
+5,867
4 5
6
7 8