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
$218M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$687K
3
+$440K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$305K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$216K

Top Sells

1
+$230K
2
+$182K
3
+$134K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$125K
5
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$63.2K

Sector Composition

1 Technology 7.71%
2 Healthcare 4.05%
3 Consumer Discretionary 3.91%
4 Industrials 2.12%
5 Financials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12K 0.01%
213
202
$10K ﹤0.01%
115
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$10K ﹤0.01%
316
204
$10K ﹤0.01%
516
205
$10K ﹤0.01%
315
206
$10K ﹤0.01%
122
207
$9K ﹤0.01%
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208
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209
$7K ﹤0.01%
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500
211
$7K ﹤0.01%
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$7K ﹤0.01%
38
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$7K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
103
216
$5K ﹤0.01%
78
217
$5K ﹤0.01%
86
218
$3K ﹤0.01%
46
219
$3K ﹤0.01%
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220
$3K ﹤0.01%
100
221
$3K ﹤0.01%
10
222
$3K ﹤0.01%
154
223
$3K ﹤0.01%
17
224
$2K ﹤0.01%
59
225
$2K ﹤0.01%
26
6 7 8
9
10