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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10K ﹤0.01%
316
202
$10K ﹤0.01%
516
203
$9K ﹤0.01%
115
204
$9K ﹤0.01%
315
205
$9K ﹤0.01%
125
206
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122
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$8K ﹤0.01%
205
208
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209
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38
212
$6K ﹤0.01%
184
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$6K ﹤0.01%
500
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37
215
$5K ﹤0.01%
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$5K ﹤0.01%
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217
$5K ﹤0.01%
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218
$4K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$2K ﹤0.01%
59
-95
225
$2K ﹤0.01%
26
6 7 8
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