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
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$33K 0.02%
856
177
$33K 0.02%
896
178
$32K 0.02%
80
179
$31K 0.02%
616
-80
180
$31K 0.02%
445
181
$29K 0.02%
368
182
$29K 0.02%
154
183
$29K 0.02%
383
184
$28K 0.02%
455
185
$28K 0.02%
455
-59
186
$28K 0.02%
233
187
$27K 0.02%
330
188
$27K 0.02%
91
189
$26K 0.02%
971
190
$26K 0.02%
197
-31
191
$26K 0.02%
643
192
$25K 0.02%
511
-82
193
$24K 0.02%
430
194
$22K 0.01%
145
195
$22K 0.01%
110
196
$21K 0.01%
80
197
$21K 0.01%
596
198
$21K 0.01%
364
199
$21K 0.01%
496
200
$20K 0.01%
200
6 7
8
9 10