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
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$152K 0.1%
2,000
127
$148K 0.1%
480
128
$148K 0.1%
1,169
129
$147K 0.1%
3,992
130
$144K 0.09%
2,040
131
$138K 0.09%
3,095
132
$134K 0.09%
815
133
$131K 0.08%
3,638
134
$129K 0.08%
2,130
135
$129K 0.08%
5,028
136
$126K 0.08%
942
137
$121K 0.08%
1,250
138
$119K 0.08%
+2,192
139
$105K 0.07%
1,111
140
$104K 0.07%
2,072
141
$104K 0.07%
2,736
-24,392
142
$101K 0.07%
2,542
-1,475
143
$97K 0.06%
1,224
144
$83K 0.05%
3,200
145
$82K 0.05%
6,046
146
$81K 0.05%
454
147
$80K 0.05%
745
148
$78K 0.05%
1,500
149
$73K 0.05%
1,299
150
$71K 0.05%
235
4 5
6
7 8