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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$180K 0.09%
815
127
$177K 0.09%
3,452
128
$173K 0.09%
679
+225
129
$171K 0.08%
1,250
130
$168K 0.08%
2,400
-2,500
131
$163K 0.08%
3,095
132
$162K 0.08%
868
-445
133
$155K 0.08%
480
134
$151K 0.07%
1,399
135
$139K 0.07%
3,200
136
$132K 0.06%
2,542
137
$131K 0.06%
1,780
138
$122K 0.06%
+3,473
139
$112K 0.06%
1,030
140
$108K 0.05%
6,059
141
$104K 0.05%
1,224
142
$103K 0.05%
383
143
$100K 0.05%
1,123
144
$100K 0.05%
+2,572
145
$93K 0.05%
1,500
146
$89K 0.04%
1,176
+500
147
$85K 0.04%
1,549
148
$79K 0.04%
1,507
149
$75K 0.04%
477
150
$74K 0.04%
2,282
4 5
6
7 8