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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18K 0.01%
50
202
$16K 0.01%
200
203
$16K 0.01%
500
204
$15K 0.01%
282
205
$15K 0.01%
492
206
$15K 0.01%
491
-17
207
$14K 0.01%
720
208
$14K 0.01%
421
209
$14K 0.01%
252
210
$13K 0.01%
524
211
$12K 0.01%
115
212
$12K 0.01%
213
213
$10K ﹤0.01%
208
214
$10K ﹤0.01%
516
215
$10K ﹤0.01%
22
216
$10K ﹤0.01%
122
217
$9K ﹤0.01%
195
218
$9K ﹤0.01%
315
219
$8K ﹤0.01%
38
220
$6K ﹤0.01%
86
221
$5K ﹤0.01%
103
222
$5K ﹤0.01%
77
223
$3K ﹤0.01%
30
224
$3K ﹤0.01%
46
225
$3K ﹤0.01%
42
6 7 8
9
10