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
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$78K 0.04%
1,417
-90
152
$76K 0.03%
170
153
$75K 0.03%
459
154
$72K 0.03%
445
155
$69K 0.03%
834
156
$67K 0.03%
1,347
-1,195
157
$65K 0.03%
2,282
158
$62K 0.03%
+443
159
$61K 0.03%
154
160
$58K 0.03%
479
161
$54K 0.02%
1,800
162
$54K 0.02%
1,767
+1,451
163
$53K 0.02%
760
164
$53K 0.02%
233
165
$49K 0.02%
852
166
$45K 0.02%
500
167
$41K 0.02%
345
168
$39K 0.02%
270
169
$38K 0.02%
145
170
$38K 0.02%
643
171
$36K 0.02%
368
172
$36K 0.02%
206
173
$34K 0.02%
450
174
$30K 0.01%
500
175
$30K 0.01%
430
5 6
7
8 9