APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$18K 0.01%
115
202
$17K 0.01%
100
203
$17K 0.01%
455
204
$17K 0.01%
275
205
$17K 0.01%
+308
206
$15K 0.01%
175
207
$13K 0.01%
200
208
$13K 0.01%
140
209
$12K 0.01%
1,112
210
$12K 0.01%
62
211
$12K 0.01%
363
-47
212
$12K 0.01%
+3,342
213
$10K 0.01%
54
214
$9K 0.01%
500
215
$9K 0.01%
122
216
$8K 0.01%
213
217
$8K 0.01%
68
218
$7K ﹤0.01%
202
219
$7K ﹤0.01%
22
220
$7K ﹤0.01%
125
221
$6K ﹤0.01%
208
222
$6K ﹤0.01%
315
-679
223
$5K ﹤0.01%
205
224
$5K ﹤0.01%
184
225
$5K ﹤0.01%
195