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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11K 0.01%
+518
202
$11K 0.01%
122
203
$10K 0.01%
+316
204
$10K 0.01%
213
205
$9K ﹤0.01%
+516
206
$8K ﹤0.01%
115
-408
207
$8K ﹤0.01%
208
208
$7K ﹤0.01%
205
209
$7K ﹤0.01%
315
210
$7K ﹤0.01%
22
211
$7K ﹤0.01%
125
212
$6K ﹤0.01%
184
213
$6K ﹤0.01%
195
214
$6K ﹤0.01%
38
215
$6K ﹤0.01%
27
216
$6K ﹤0.01%
37
-31
217
$5K ﹤0.01%
+154
218
$5K ﹤0.01%
86
219
$4K ﹤0.01%
103
220
$4K ﹤0.01%
500
221
$4K ﹤0.01%
78
222
$3K ﹤0.01%
154
-463
223
$3K ﹤0.01%
17
224
$2K ﹤0.01%
46
225
$2K ﹤0.01%
42
6 7 8
9
10