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
$218M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$687K
3
+$440K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$305K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$216K

Top Sells

1
+$230K
2
+$182K
3
+$134K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$63.2K

Sector Composition

1 Technology 7.71%
2 Healthcare 4.05%
3 Consumer Discretionary 3.91%
4 Industrials 2.12%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K 0.01%
596
177
$26K 0.01%
80
178
$25K 0.01%
66
179
$25K 0.01%
308
180
$25K 0.01%
496
181
$24K 0.01%
62
182
$23K 0.01%
1,338
183
$23K 0.01%
364
184
$22K 0.01%
115
185
$22K 0.01%
455
186
$21K 0.01%
140
-40
187
$21K 0.01%
200
188
$20K 0.01%
140
189
$18K 0.01%
50
190
$18K 0.01%
300
191
$18K 0.01%
170
192
$17K 0.01%
70
193
$16K 0.01%
492
194
$16K 0.01%
+524
195
$15K 0.01%
200
196
$15K 0.01%
500
197
$14K 0.01%
421
198
$14K 0.01%
524
199
$14K 0.01%
252
200
$13K 0.01%
720
-228
6 7
8
9 10