APW

Acima Private Wealth Portfolio holdings

AUM $293M
1-Year Est. Return 11.55%
This Quarter Est. Return
1 Year Est. Return
+11.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$6.5M
3
+$5.87M
4
GIGB icon
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
+$5.65M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$4.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.76%
2 Healthcare 6.29%
3 Consumer Discretionary 4.69%
4 Financials 3.64%
5 Industrials 3.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.96M 6.82%
+93,352
2
$6.5M 6.37%
+258,170
3
$5.87M 5.74%
+178,061
4
$5.65M 5.53%
+119,431
5
$4.54M 4.45%
+89,456
6
$2.96M 2.9%
+34,165
7
$2.4M 2.35%
+21,938
8
$2.28M 2.23%
+40,100
9
$2.04M 2%
+15,990
10
$1.84M 1.81%
+17,365
11
$1.75M 1.72%
+44,396
12
$1.66M 1.62%
+57,900
13
$1.52M 1.48%
+49,713
14
$1.51M 1.48%
+30,154
15
$1.2M 1.18%
+25,651
16
$1.2M 1.18%
+31,501
17
$1.11M 1.09%
+10,929
18
$1.03M 1.01%
+7,967
19
$1.01M 0.99%
+7,533
20
$1M 0.98%
+10,225
21
$953K 0.93%
+15,377
22
$916K 0.9%
+40,920
23
$910K 0.89%
+6,897
24
$875K 0.86%
+3,868
25
$825K 0.81%
+16,962
1
2 3 4 5