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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.01%
145
177
$28K 0.01%
596
178
$26K 0.01%
80
179
$26K 0.01%
643
180
$26K 0.01%
496
181
$23K 0.01%
100
182
$23K 0.01%
364
183
$21K 0.01%
140
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$21K 0.01%
308
185
$20K 0.01%
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$20K 0.01%
+1,338
187
$18K 0.01%
200
188
$18K 0.01%
50
189
$17K 0.01%
455
190
$16K 0.01%
62
191
$16K 0.01%
+170
192
$15K 0.01%
+70
193
$15K 0.01%
+300
194
$14K 0.01%
+492
195
$14K 0.01%
+948
196
$12K 0.01%
200
197
$12K 0.01%
+421
198
$12K 0.01%
+524
199
$12K 0.01%
500
200
$12K 0.01%
252
6 7
8
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