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
$256M
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$11.4M
3
+$11.4M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$7.34M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.86M

Top Sells

1
+$8.49M
2
+$7.97M
3
+$7.11M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.33M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$3.91M

Sector Composition

1 Technology 8.09%
2 Healthcare 3.7%
3 Consumer Discretionary 3.01%
4 Industrials 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$10.3K ﹤0.01%
200
-104
202
$10.2K ﹤0.01%
200
203
$9.45K ﹤0.01%
145
204
$9.1K ﹤0.01%
47
205
$8.64K ﹤0.01%
42
206
$8.45K ﹤0.01%
52
207
$8.42K ﹤0.01%
125
208
$8.31K ﹤0.01%
32
209
$8.16K ﹤0.01%
69
210
$7.79K ﹤0.01%
37
211
$7.63K ﹤0.01%
1,844
212
$7.44K ﹤0.01%
250
213
$7.14K ﹤0.01%
204
214
$7.09K ﹤0.01%
58
215
$6.54K ﹤0.01%
123
-167
216
$6.22K ﹤0.01%
108
-108
217
$6.11K ﹤0.01%
21
218
$5.97K ﹤0.01%
100
219
$5.66K ﹤0.01%
110
220
$5.38K ﹤0.01%
52
-150
221
$5.14K ﹤0.01%
89
222
$5.02K ﹤0.01%
31
223
$5.02K ﹤0.01%
+61
224
$4.74K ﹤0.01%
21
225
$4.5K ﹤0.01%
1,000
7 8
9
10 11