APW

Acima Private Wealth Portfolio holdings

AUM $322M
1-Year Est. Return 14.37%
This Quarter Est. Return
1 Year Est. Return
+14.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.49K ﹤0.01%
75
177
$4.22K ﹤0.01%
42
178
$3.39K ﹤0.01%
+100
179
$2.53K ﹤0.01%
26
180
$2.47K ﹤0.01%
46
181
$2.22K ﹤0.01%
116
182
$1.96K ﹤0.01%
17
183
$1.32K ﹤0.01%
4
184
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0
185
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-140
186
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-1,844
187
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-250
188
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189
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-308
190
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-32,975
191
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-200
192
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-82,440
193
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194
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-100
195
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0
196
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197
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198
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199
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200
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5 6 7
8
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