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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$45K 0.02%
270
177
$44K 0.02%
145
178
$41K 0.02%
643
179
$40K 0.02%
206
180
$39K 0.02%
368
181
$38K 0.02%
450
182
$31K 0.01%
500
183
$31K 0.01%
66
184
$31K 0.01%
261
185
$29K 0.01%
430
186
$29K 0.01%
115
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$29K 0.01%
596
188
$28K 0.01%
+1,000
189
$27K 0.01%
200
190
$27K 0.01%
455
191
$26K 0.01%
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$26K 0.01%
364
193
$25K 0.01%
1,338
194
$24K 0.01%
62
195
$24K 0.01%
140
196
$24K 0.01%
308
197
$21K 0.01%
196
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198
$21K 0.01%
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199
$19K 0.01%
300
200
$19K 0.01%
104
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