APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$110K 0.09%
2,040
152
$108K 0.09%
1,224
153
$106K 0.08%
3,200
154
$105K 0.08%
936
155
$95K 0.07%
1,628
156
$83K 0.07%
389
157
$83K 0.07%
1,500
158
$81K 0.06%
1,580
159
$80K 0.06%
1,408
160
$74K 0.06%
1,640
161
$73K 0.06%
544
+39
162
$71K 0.06%
640
163
$70K 0.06%
1,327
+97
164
$68K 0.05%
4,000
165
$65K 0.05%
868
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166
$63K 0.05%
307
167
$59K 0.05%
1,473
+129
168
$58K 0.05%
829
169
$58K 0.05%
1,426
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170
$57K 0.05%
680
171
$55K 0.04%
154
172
$54K 0.04%
477
173
$53K 0.04%
401
174
$52K 0.04%
1,968
+174
175
$52K 0.04%
676
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7
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