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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$92K 0.09%
+1,773
152
$91K 0.09%
+1,224
153
$89K 0.09%
+1,250
154
$82K 0.08%
+1,628
155
$80K 0.08%
+5,456
156
$76K 0.07%
+2,000
157
$71K 0.07%
+349
158
$70K 0.07%
+2,157
159
$69K 0.07%
+4,000
160
$66K 0.06%
+1,500
161
$49K 0.05%
+624
162
$48K 0.05%
+676
163
$48K 0.05%
+300
164
$44K 0.04%
+401
165
$41K 0.04%
+951
166
$39K 0.04%
+900
167
$39K 0.04%
+525
168
$38K 0.04%
+392
169
$37K 0.04%
+896
170
$35K 0.03%
+674
171
$34K 0.03%
+789
172
$34K 0.03%
+392
173
$33K 0.03%
+639
174
$33K 0.03%
+500
175
$33K 0.03%
+308
5 6
7
8 9