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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33K 0.03%
+285
177
$32K 0.03%
+1,130
178
$31K 0.03%
+350
179
$29K 0.03%
+452
180
$29K 0.03%
+205
181
$29K 0.03%
+757
182
$27K 0.03%
+171
183
$26K 0.03%
+345
184
$25K 0.02%
+736
185
$25K 0.02%
+476
186
$25K 0.02%
+1,765
187
$25K 0.02%
+447
188
$25K 0.02%
+303
189
$24K 0.02%
+300
190
$24K 0.02%
+496
191
$24K 0.02%
+728
192
$23K 0.02%
+290
193
$21K 0.02%
+643
194
$20K 0.02%
+195
195
$19K 0.02%
+296
196
$18K 0.02%
+820
197
$17K 0.02%
+625
198
$16K 0.02%
+246
199
$15K 0.01%
+78
200
$15K 0.01%
+52
6 7
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