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
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$46.6K 0.02%
482
152
$45.2K 0.02%
465
153
$45.2K 0.02%
852
154
$41.4K 0.02%
210
155
$41.1K 0.02%
633
+421
156
$36.9K 0.01%
368
157
$35.8K 0.01%
66
158
$29.6K 0.01%
420
159
$29.3K 0.01%
430
160
$24.8K 0.01%
364
161
$23.9K 0.01%
196
162
$20.3K 0.01%
261
163
$18.7K 0.01%
455
164
$18.5K 0.01%
220
165
$17.3K 0.01%
29
166
$16K 0.01%
365
167
$15.9K 0.01%
+300
168
$15.1K 0.01%
200
169
$14.1K 0.01%
360
170
$13.8K 0.01%
100
-301
171
$13.3K ﹤0.01%
200
172
$11.9K ﹤0.01%
+106
173
$10K ﹤0.01%
252
174
$9.88K ﹤0.01%
200
175
$6.98K ﹤0.01%
110
5 6
7
8 9