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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$97K 0.04%
170
152
$92K 0.04%
1,176
153
$91K 0.04%
1,669
154
$85K 0.04%
1,549
155
$82K 0.04%
1,417
156
$74K 0.03%
+536
157
$73K 0.03%
459
158
$73K 0.03%
834
159
$68K 0.03%
1,800
160
$68K 0.03%
+1,941
161
$68K 0.03%
+583
162
$67K 0.03%
443
163
$67K 0.03%
1,347
164
$65K 0.03%
445
165
$59K 0.03%
+1,000
166
$57K 0.02%
154
167
$54K 0.02%
233
168
$52K 0.02%
1,767
169
$52K 0.02%
2,500
+2,000
170
$52K 0.02%
479
171
$49K 0.02%
+465
172
$48K 0.02%
852
173
$47K 0.02%
500
174
$46K 0.02%
760
175
$46K 0.02%
345
5 6
7
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