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
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29K 0.01%
261
177
$29K 0.01%
296
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$27K 0.01%
200
179
$26K 0.01%
596
180
$26K 0.01%
100
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$25K 0.01%
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$25K 0.01%
308
183
$24K 0.01%
455
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$23K 0.01%
62
185
$23K 0.01%
115
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$23K 0.01%
1,338
187
$23K 0.01%
364
188
$21K 0.01%
496
189
$21K 0.01%
140
190
$18K 0.01%
300
191
$18K 0.01%
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192
$18K 0.01%
140
193
$18K 0.01%
170
194
$17K 0.01%
70
195
$17K 0.01%
50
196
$17K 0.01%
508
-16
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$16K 0.01%
492
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$16K 0.01%
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199
$15K 0.01%
252
200
$14K 0.01%
421
6 7
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