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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$70K 0.03%
1,669
152
$70K 0.03%
459
153
$67K 0.03%
479
154
$60K 0.03%
170
155
$58K 0.03%
1,800
156
$58K 0.03%
154
157
$57K 0.03%
445
158
$57K 0.03%
834
159
$55K 0.03%
760
160
$55K 0.03%
150
161
$54K 0.03%
852
162
$46K 0.02%
233
163
$44K 0.02%
445
164
$43K 0.02%
500
165
$41K 0.02%
345
166
$36K 0.02%
368
167
$36K 0.02%
270
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168
$34K 0.02%
145
169
$33K 0.02%
206
170
$33K 0.02%
643
171
$32K 0.02%
500
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172
$32K 0.02%
450
173
$30K 0.01%
80
174
$29K 0.01%
430
175
$29K 0.01%
261
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5 6
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