APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$9.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.45M
3
+$2.28M
4
IBND icon
SPDR Bloomberg International Corporate Bond ETF
IBND
+$451K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$276K

Top Sells

1
+$2.82M
2
+$419K
3
+$43.1K
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$35.9K
5
XOM icon
Exxon Mobil
XOM
+$30.6K

Sector Composition

1 Technology 7.69%
2 Healthcare 5.6%
3 Consumer Discretionary 4.76%
4 Financials 3.61%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$51K 0.04%
467
177
$50K 0.04%
999
+92
178
$50K 0.04%
896
+86
179
$49K 0.04%
450
180
$48K 0.04%
864
181
$46K 0.04%
1,800
182
$46K 0.04%
265
183
$45K 0.04%
170
184
$45K 0.04%
896
185
$45K 0.04%
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186
$43K 0.03%
+868
187
$43K 0.03%
375
188
$39K 0.03%
619
189
$37K 0.03%
924
190
$36K 0.03%
856
191
$29K 0.02%
345
192
$29K 0.02%
523
193
$27K 0.02%
300
194
$26K 0.02%
383
195
$25K 0.02%
496
196
$24K 0.02%
160
197
$24K 0.02%
275
-17
198
$23K 0.02%
643
199
$21K 0.02%
145
200
$21K 0.02%
625
6 7
8
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