APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$293M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.1M
3
+$736K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$431K
5
KO icon
Coca-Cola
KO
+$431K

Top Sells

1
+$1.02M
2
+$1.01M
3
+$958K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$800K
5
ITGR icon
Integer Holdings
ITGR
+$472K

Sector Composition

1 Technology 6.11%
2 Consumer Discretionary 2.84%
3 Healthcare 2.37%
4 Financials 2.32%
5 Industrials 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$38.6K 0.01%
352
152
$37.9K 0.01%
420
153
$36.5K 0.01%
185
154
$34.6K 0.01%
816
-1,208
155
$33.4K 0.01%
+706
156
$31.7K 0.01%
+1,058
157
$29.7K 0.01%
728
158
$28.9K 0.01%
196
159
$22.8K 0.01%
300
160
$22.1K 0.01%
+100
161
$20.7K 0.01%
220
162
$18.1K 0.01%
365
163
$14.9K 0.01%
29
164
$14.2K ﹤0.01%
200
165
$13K ﹤0.01%
110
-258
166
$12.8K ﹤0.01%
360
167
$12K ﹤0.01%
+213
168
$11.4K ﹤0.01%
252
169
$10.9K ﹤0.01%
200
170
$9.36K ﹤0.01%
110
171
$7.56K ﹤0.01%
+180
172
$5.33K ﹤0.01%
100
173
$5.33K ﹤0.01%
42
174
$4.76K ﹤0.01%
75
175
$3.66K ﹤0.01%
26
4 5 6
7
8