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
$195M
AUM Growth
-$5.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$298K
3
+$203K
4
PICB icon
Invesco International Corporate Bond ETF
PICB
+$172K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$172K

Top Sells

1
+$1.02M
2
+$900K
3
+$389K
4
DIS icon
Walt Disney
DIS
+$142K
5
APA icon
APA Corp
APA
+$68.4K

Sector Composition

1 Technology 7.35%
2 Healthcare 4.5%
3 Consumer Discretionary 3.18%
4 Industrials 2.1%
5 Financials 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.5K 0.01%
720
202
$11K 0.01%
115
203
$10.7K 0.01%
458
204
$10.6K 0.01%
282
205
$10.2K 0.01%
252
206
$9.27K ﹤0.01%
213
207
$9.14K ﹤0.01%
195
208
$7.9K ﹤0.01%
122
209
$7.42K ﹤0.01%
50
210
$7.24K ﹤0.01%
208
211
$6.72K ﹤0.01%
22
212
$6.59K ﹤0.01%
86
213
$6.14K ﹤0.01%
100
214
$5.68K ﹤0.01%
38
215
$2.97K ﹤0.01%
77
216
$2.95K ﹤0.01%
156
217
$2.6K ﹤0.01%
42
218
$2.05K ﹤0.01%
26
219
$1.82K ﹤0.01%
30
220
$1.78K ﹤0.01%
17
221
$1.78K ﹤0.01%
116
222
$1.69K ﹤0.01%
46
223
$1.53K ﹤0.01%
23
224
$1.06K ﹤0.01%
124
225
$475 ﹤0.01%
12
6 7 8
9
10