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
$225M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$2.39M
3
+$1.83M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Top Sells

1
+$493K
2
+$321K
3
+$262K
4
CWST icon
Casella Waste Systems
CWST
+$159K
5
ES icon
Eversource Energy
ES
+$116K

Sector Composition

1 Technology 8.63%
2 Healthcare 4.12%
3 Consumer Discretionary 3.51%
4 Industrials 2.16%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82.5K 0.04%
569
152
$81.9K 0.04%
1,622
153
$78.5K 0.03%
153
154
$75.4K 0.03%
383
155
$71.8K 0.03%
1,300
-369
156
$68.9K 0.03%
1,687
-885
157
$68K 0.03%
1,000
158
$65.6K 0.03%
872
159
$58.9K 0.03%
150
160
$57K 0.03%
317
161
$56.5K 0.03%
130
162
$55.4K 0.02%
1,800
163
$55K 0.02%
264
164
$52.2K 0.02%
650
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165
$43.9K 0.02%
852
166
$42.3K 0.02%
1,000
167
$41.1K 0.02%
137
168
$38.9K 0.02%
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169
$34K 0.02%
1,378
170
$33K 0.01%
1,000
171
$32.5K 0.01%
368
172
$31.1K 0.01%
2,500
173
$28.7K 0.01%
66
174
$26.5K 0.01%
479
175
$25.9K 0.01%
430
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