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
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$190K 0.09%
3,638
127
$188K 0.09%
2,486
-30
128
$185K 0.09%
679
129
$185K 0.09%
802
-31
130
$175K 0.08%
2,500
-100
131
$173K 0.08%
480
132
$165K 0.08%
1,244
-200
133
$162K 0.07%
+3,199
134
$160K 0.07%
3,045
-50
135
$157K 0.07%
3,452
136
$150K 0.07%
1,399
137
$132K 0.06%
1,651
-129
138
$130K 0.06%
6,059
139
$126K 0.06%
3,473
140
$119K 0.05%
2,572
141
$117K 0.05%
3,200
142
$112K 0.05%
1,030
143
$106K 0.05%
1,123
144
$99K 0.05%
1,224
145
$93K 0.04%
1,500
146
$92K 0.04%
383
147
$86K 0.04%
1,669
148
$86K 0.04%
1,176
149
$85K 0.04%
1,549
150
$84K 0.04%
432
4 5
6
7 8