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
$204M
AUM Growth
+$8.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$3.24M
3
+$1.31M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$575K
5
SPGI icon
S&P Global
SPGI
+$285K

Top Sells

1
+$6.09M
2
+$3.96M
3
+$852K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$514K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$455K

Sector Composition

1 Technology 8.96%
2 Healthcare 4.86%
3 Consumer Discretionary 3.86%
4 Industrials 2.71%
5 Financials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.7K 0.02%
1,000
177
$36K 0.02%
170
178
$35.5K 0.02%
643
179
$33.1K 0.02%
270
180
$32.2K 0.02%
596
181
$31.5K 0.02%
2,500
182
$30.9K 0.02%
137
183
$30.3K 0.01%
66
184
$27.2K 0.01%
261
185
$26K 0.01%
479
186
$25.2K 0.01%
430
187
$24.6K 0.01%
364
188
$23.8K 0.01%
420
+225
189
$23.2K 0.01%
200
190
$21.1K 0.01%
304
+104
191
$20.3K 0.01%
62
192
$19.9K 0.01%
+934
193
$19.8K 0.01%
196
194
$18.7K 0.01%
455
195
$17.9K 0.01%
140
196
$17.9K 0.01%
308
197
$16.1K 0.01%
+202
198
$15.8K 0.01%
+85
199
$15.7K 0.01%
+77
200
$15.6K 0.01%
300
6 7
8
9 10