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
$225M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$2.39M
3
+$1.83M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Top Sells

1
+$493K
2
+$321K
3
+$262K
4
CWST icon
Casella Waste Systems
CWST
+$159K
5
ES icon
Eversource Energy
ES
+$116K

Sector Composition

1 Technology 8.63%
2 Healthcare 4.12%
3 Consumer Discretionary 3.51%
4 Industrials 2.16%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$25.8K 0.01%
270
177
$25.4K 0.01%
420
178
$24.3K 0.01%
1,000
179
$23.8K 0.01%
261
180
$22.3K 0.01%
500
-676
181
$21.5K 0.01%
364
182
$20.2K 0.01%
308
183
$19.9K 0.01%
196
184
$19K 0.01%
2,237
185
$19K 0.01%
89
186
$18.4K 0.01%
202
187
$17.6K 0.01%
304
188
$17K 0.01%
85
189
$16.2K 0.01%
455
190
$16K 0.01%
360
191
$15.5K 0.01%
140
192
$15.3K 0.01%
300
193
$14.3K 0.01%
365
194
$14.1K 0.01%
38
195
$13.8K 0.01%
200
196
$13.6K 0.01%
102
197
$13.5K 0.01%
369
198
$13.3K 0.01%
29
199
$12.8K 0.01%
1,000
200
$11.5K 0.01%
50
6 7
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