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
$200M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$6.13M
2
+$4.04M
3
+$2.67M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.27M
5
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.12M

Top Sells

1
+$2.65M
2
+$1.71M
3
+$1.36M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$987K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$837K

Sector Composition

1 Technology 7.66%
2 Healthcare 4.67%
3 Consumer Discretionary 3%
4 Industrials 2.21%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$65.2K 0.03%
1,417
152
$59.5K 0.03%
1,669
153
$58.9K 0.03%
834
154
$57.4K 0.03%
443
155
$55.3K 0.03%
1,000
156
$53.1K 0.03%
583
157
$52.3K 0.03%
1,800
158
$51.7K 0.03%
459
159
$49.5K 0.02%
470
160
$46.4K 0.02%
445
161
$44.8K 0.02%
317
162
$44K 0.02%
852
163
$43.9K 0.02%
479
164
$43.1K 0.02%
1,698
165
$41.4K 0.02%
465
166
$40.5K 0.02%
206
167
$39.5K 0.02%
368
168
$38.5K 0.02%
643
169
$37.5K 0.02%
115
170
$35.4K 0.02%
1,000
171
$35K 0.02%
+1,844
172
$35K 0.02%
760
173
$34.5K 0.02%
145
174
$31.9K 0.02%
66
175
$31.8K 0.02%
1,000
5 6
7
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