APW

Acima Private Wealth Portfolio holdings

AUM $319M
1-Year Est. Return 14.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.65M
3
+$1.08M
4
GTO icon
Invesco Total Return Bond ETF
GTO
+$1.07M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.06M

Top Sells

1
+$555K
2
+$141K
3
+$98.1K
4
MSCI icon
MSCI
MSCI
+$88.2K
5
CB icon
Chubb
CB
+$76.5K

Sector Composition

1 Technology 6.1%
2 Consumer Discretionary 2.6%
3 Healthcare 2.34%
4 Financials 2.07%
5 Industrials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$36.4K 0.01%
706
152
$31.7K 0.01%
728
153
$30.2K 0.01%
196
154
$21.9K 0.01%
300
155
$19.8K 0.01%
365
156
$19.2K 0.01%
100
157
$18.7K 0.01%
158
-194
158
$17.9K 0.01%
188
-32
159
$17.8K 0.01%
+50
160
$16.1K 0.01%
+169
161
$13.6K ﹤0.01%
110
162
$13K ﹤0.01%
213
163
$12.3K ﹤0.01%
+50
164
$12.2K ﹤0.01%
252
165
$11.3K ﹤0.01%
+23
166
$10K ﹤0.01%
+112
167
$8.55K ﹤0.01%
181
+1
168
$7.46K ﹤0.01%
+44
169
$6.56K ﹤0.01%
+38
170
$6.22K ﹤0.01%
100
171
$5.6K ﹤0.01%
42
172
$5.52K ﹤0.01%
+67
173
$4.18K ﹤0.01%
46
174
$4.13K ﹤0.01%
26
175
$4.07K ﹤0.01%
+46
4 5 6
7
8