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
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$70K 0.05%
1,030
152
$67K 0.04%
680
153
$67K 0.04%
383
154
$65K 0.04%
477
155
$60K 0.04%
1,507
156
$57K 0.04%
222
-85
157
$56K 0.04%
154
158
$55K 0.04%
676
159
$52K 0.03%
971
160
$50K 0.03%
+989
161
$48K 0.03%
939
162
$47K 0.03%
+834
163
$46K 0.03%
401
164
$43K 0.03%
150
165
$42K 0.03%
1,800
166
$40K 0.03%
375
167
$39K 0.03%
450
168
$37K 0.02%
+1,669
169
$36K 0.02%
265
170
$35K 0.02%
345
171
$35K 0.02%
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$35K 0.02%
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173
$34K 0.02%
523
174
$34K 0.02%
559
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175
$34K 0.02%
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