APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.1M
3
+$736K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$431K
5
KO icon
Coca-Cola
KO
+$431K

Top Sells

1
+$1.02M
2
+$1.01M
3
+$958K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$800K
5
ITGR icon
Integer Holdings
ITGR
+$472K

Sector Composition

1 Technology 6.11%
2 Consumer Discretionary 2.84%
3 Healthcare 2.37%
4 Financials 2.32%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$138K 0.05%
1,500
127
$127K 0.04%
1,224
128
$120K 0.04%
121
129
$115K 0.04%
916
130
$111K 0.04%
1,275
131
$111K 0.04%
1,592
132
$104K 0.04%
953
133
$101K 0.03%
137
134
$101K 0.03%
1,462
-160
135
$98.1K 0.03%
1,125
136
$96.2K 0.03%
1,307
-229
137
$95.1K 0.03%
1,300
138
$95.1K 0.03%
317
139
$88.2K 0.03%
153
140
$85.2K 0.03%
150
141
$76.5K 0.03%
264
142
$64.8K 0.02%
410
143
$64.4K 0.02%
650
144
$62.5K 0.02%
470
145
$59.6K 0.02%
500
146
$58.7K 0.02%
1,800
147
$58.5K 0.02%
75
-188
148
$51.4K 0.02%
217
149
$47.2K 0.02%
210
150
$45K 0.02%
1,040
4 5
6
7 8