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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.09%
3,638
127
$212K 0.09%
2,486
128
$209K 0.09%
2,400
129
$208K 0.09%
815
130
$205K 0.09%
4,024
+825
131
$199K 0.09%
4,116
132
$186K 0.08%
480
133
$181K 0.08%
2,500
134
$180K 0.08%
3,045
135
$178K 0.08%
1,244
136
$164K 0.07%
3,452
137
$164K 0.07%
1,523
+124
138
$163K 0.07%
6,059
139
$145K 0.06%
1,651
140
$145K 0.06%
3,473
141
$123K 0.05%
2,572
142
$120K 0.05%
2,697
-2,500
143
$119K 0.05%
3,200
144
$116K 0.05%
1,125
-2,000
145
$114K 0.05%
383
146
$109K 0.05%
1,224
147
$107K 0.05%
1,123
148
$105K 0.05%
432
149
$104K 0.04%
+1,000
150
$103K 0.04%
1,500
4 5
6
7 8