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
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$194K 0.15%
3,580
127
$193K 0.15%
1,522
128
$188K 0.15%
1,881
129
$188K 0.15%
11,728
+771
130
$185K 0.15%
2,580
131
$180K 0.14%
1,335
132
$172K 0.14%
1,169
133
$166K 0.13%
1,244
134
$164K 0.13%
671
135
$162K 0.13%
2,092
136
$161K 0.13%
344
137
$161K 0.13%
2,072
138
$160K 0.13%
2,689
139
$155K 0.12%
480
140
$141K 0.11%
3,816
141
$135K 0.11%
5,099
+404
142
$134K 0.11%
3,130
143
$131K 0.1%
2,130
144
$126K 0.1%
3,012
145
$125K 0.1%
1,250
146
$123K 0.1%
2,412
147
$123K 0.1%
1,002
148
$114K 0.09%
3,970
149
$112K 0.09%
1,003
150
$111K 0.09%
665
4 5
6
7 8