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
$195M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$298K
3
+$203K
4
PICB icon
Invesco International Corporate Bond ETF
PICB
+$172K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$172K

Top Sells

1
+$1.02M
2
+$900K
3
+$389K
4
DIS icon
Walt Disney
DIS
+$142K
5
APA icon
APA Corp
APA
+$68.4K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.5%
3 Consumer Discretionary 3.18%
4 Industrials 2.1%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25.9K 0.01%
596
177
$25.4K 0.01%
137
178
$23.8K 0.01%
364
179
$23.1K 0.01%
170
-2,864
180
$22.4K 0.01%
270
181
$22K 0.01%
261
182
$21K 0.01%
1,000
183
$21K 0.01%
430
184
$19K 0.01%
455
185
$18.9K 0.01%
1,338
186
$18.2K 0.01%
62
187
$16.2K 0.01%
196
188
$16.1K 0.01%
200
189
$15.8K 0.01%
140
190
$15.6K 0.01%
200
191
$15.5K 0.01%
196
192
$14.8K 0.01%
308
193
$14.2K 0.01%
200
194
$14.2K 0.01%
50
195
$13.7K 0.01%
475
196
$13.4K 0.01%
500
197
$13.3K 0.01%
365
198
$12.9K 0.01%
300
199
$12.6K 0.01%
140
200
$12K 0.01%
1,000
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8
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