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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$58K 0.03%
459
152
$58K 0.03%
450
153
$56K 0.03%
154
154
$56K 0.03%
834
155
$54K 0.03%
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156
$52K 0.03%
150
157
$51K 0.03%
676
158
$50K 0.03%
222
159
$47K 0.02%
760
160
$47K 0.02%
852
161
$45K 0.02%
856
162
$44K 0.02%
445
163
$44K 0.02%
+500
164
$41K 0.02%
233
165
$39K 0.02%
445
166
$38K 0.02%
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167
$37K 0.02%
604
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168
$34K 0.02%
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169
$34K 0.02%
368
170
$34K 0.02%
+680
171
$32K 0.02%
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$32K 0.02%
80
173
$32K 0.02%
300
174
$30K 0.02%
+450
175
$29K 0.02%
430
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