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
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.01%
+132
202
$15K 0.01%
+110
203
$14K 0.01%
+382
204
$14K 0.01%
+180
205
$13K 0.01%
+175
206
$12K 0.01%
+61
207
$12K 0.01%
+982
208
$12K 0.01%
+119
209
$11K 0.01%
+300
210
$11K 0.01%
+454
211
$11K 0.01%
+100
212
$11K 0.01%
+200
213
$10K 0.01%
+224
214
$10K 0.01%
+75
215
$10K 0.01%
+225
216
$10K 0.01%
+795
217
$9K 0.01%
+166
218
$8K 0.01%
+41
219
$7K 0.01%
+85
220
$7K 0.01%
+74
221
$6K 0.01%
+90
222
$6K 0.01%
+200
223
$6K 0.01%
+184
224
$6K 0.01%
+350
225
$6K 0.01%
+119
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