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
$256M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$11.4M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$7.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.86M

Top Sells

1
+$8.49M
2
+$7.97M
3
+$7.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.33M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$3.91M

Sector Composition

1 Technology 8.09%
2 Healthcare 3.7%
3 Consumer Discretionary 3.01%
4 Industrials 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$23.5K 0.01%
1,000
177
$23.1K 0.01%
364
178
$22.4K 0.01%
308
179
$22.3K 0.01%
196
180
$21.7K 0.01%
200
-70
181
$21.4K 0.01%
89
182
$20.2K 0.01%
140
183
$19.5K 0.01%
85
184
$17.4K 0.01%
455
185
$17.2K 0.01%
220
-3,055
186
$16.9K 0.01%
1,000
187
$16.1K 0.01%
369
188
$15.8K 0.01%
360
189
$15.6K 0.01%
38
190
$15K 0.01%
365
191
$14.9K 0.01%
29
192
$14.8K 0.01%
200
193
$13.8K 0.01%
27
194
$13.7K 0.01%
1,000
195
$13.3K 0.01%
207
+69
196
$12.6K ﹤0.01%
64
197
$12.1K ﹤0.01%
56
198
$12K ﹤0.01%
40
199
$11.4K ﹤0.01%
21
200
$10.9K ﹤0.01%
252
6 7
8
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