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
$256M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$11.4M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$7.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.86M

Top Sells

1
+$8.49M
2
+$7.97M
3
+$7.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.33M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$3.91M

Sector Composition

1 Technology 8.09%
2 Healthcare 3.7%
3 Consumer Discretionary 3.01%
4 Industrials 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$66.6K 0.03%
+2,292
152
$66.6K 0.03%
500
-2,000
153
$65.5K 0.03%
150
154
$65.1K 0.03%
317
155
$62.4K 0.02%
1,800
156
$60.2K 0.02%
130
157
$59.7K 0.02%
264
158
$58.8K 0.02%
470
-5,798
159
$58.2K 0.02%
650
160
$52.6K 0.02%
401
161
$51.2K 0.02%
+240
162
$48.5K 0.02%
137
163
$47.9K 0.02%
465
-5,548
164
$46.7K 0.02%
852
165
$42.6K 0.02%
1,378
166
$41.3K 0.02%
1,000
167
$41K 0.02%
482
-390
168
$40.3K 0.02%
+238
169
$35.9K 0.01%
1,000
170
$35.7K 0.01%
368
171
$31.1K 0.01%
66
172
$30.5K 0.01%
2,500
173
$27.6K 0.01%
430
174
$26.6K 0.01%
420
175
$25.1K 0.01%
261
5 6
7
8 9