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
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$130K 0.05%
1,275
-250
127
$124K 0.05%
3,200
128
$116K 0.04%
1,500
129
$115K 0.04%
569
130
$114K 0.04%
1,123
131
$113K 0.04%
1,592
-929
132
$107K 0.04%
1,224
133
$105K 0.04%
1,275
134
$103K 0.04%
121
135
$98.6K 0.04%
1,622
136
$88.5K 0.03%
1,125
137
$88.5K 0.03%
830
138
$82.2K 0.03%
383
139
$82K 0.03%
1,300
140
$75K 0.03%
150
141
$73.7K 0.03%
153
142
$71.4K 0.03%
317
143
$70.6K 0.03%
500
144
$69.1K 0.03%
137
145
$67.3K 0.02%
264
146
$62.6K 0.02%
650
147
$60.4K 0.02%
470
148
$60.2K 0.02%
1,800
149
$50.7K 0.02%
410
150
$47.3K 0.02%
217
4 5
6
7 8