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
$225M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1
+$7.4M
2
+$2.39M
3
+$1.83M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$1.65M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.32M

Top Sells

1
+$493K
2
+$321K
3
+$262K
4
CWST icon
Casella Waste Systems
CWST
+$159K
5
ES icon
Eversource Energy
ES
+$116K

Sector Composition

1 Technology 8.63%
2 Healthcare 4.12%
3 Consumer Discretionary 3.51%
4 Industrials 2.16%
5 Financials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$11.4K 0.01%
40
202
$11.4K 0.01%
216
203
$11.3K 0.01%
290
204
$11.1K 0.01%
64
205
$10.5K ﹤0.01%
56
206
$10.4K ﹤0.01%
27
207
$10.2K ﹤0.01%
21
208
$8.91K ﹤0.01%
1,000
209
$8.5K ﹤0.01%
52
210
$8.33K ﹤0.01%
252
211
$8.32K ﹤0.01%
47
212
$8.26K ﹤0.01%
200
213
$8.22K ﹤0.01%
125
214
$8.15K ﹤0.01%
120
215
$8.15K ﹤0.01%
42
216
$8.05K ﹤0.01%
116
217
$8.03K ﹤0.01%
138
-4
218
$7.96K ﹤0.01%
34
219
$7.6K ﹤0.01%
1,000
220
$7.41K ﹤0.01%
37
221
$7.28K ﹤0.01%
145
222
$7.26K ﹤0.01%
58
223
$7.07K ﹤0.01%
32
224
$6.81K ﹤0.01%
21
225
$6.56K ﹤0.01%
69
7 8
9
10 11