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
$145M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.35M
3
+$417K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$318K
5
BMY icon
Bristol-Myers Squibb
BMY
+$234K

Top Sells

1
+$331K
2
+$187K
3
+$163K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$134K
5
PAK
Global X MSCI Pakistan ETF
PAK
+$129K

Sector Composition

1 Technology 8.17%
2 Healthcare 5.69%
3 Consumer Discretionary 4.56%
4 Financials 3.69%
5 Industrials 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.18M 4.96%
67,517
+1,594
2
$7.14M 4.93%
209,073
+3,946
3
$5.73M 3.96%
91,026
+1,570
4
$5.71M 3.94%
240,511
+3,587
5
$5.45M 3.77%
176,786
+45,661
6
$4.61M 3.18%
169,739
+3,942
7
$3.53M 2.44%
34,636
+370
8
$3.41M 2.36%
46,456
+1,192
9
$3.07M 2.12%
18,783
+2,548
10
$3.06M 2.11%
40,100
11
$2.96M 2.05%
26,829
+1,620
12
$2.67M 1.84%
54,395
+1,025
13
$2.66M 1.84%
116,302
+2,091
14
$2.34M 1.61%
57,900
15
$2.31M 1.59%
38,386
+626
16
$2.11M 1.46%
62,117
+1,589
17
$2.11M 1.46%
40,103
+3,887
18
$1.94M 1.34%
77,516
+734
19
$1.91M 1.32%
12,083
20
$1.89M 1.31%
37,964
+55
21
$1.56M 1.08%
33,894
+703
22
$1.44M 0.99%
30,286
+236
23
$1.43M 0.99%
15,587
+210
24
$1.39M 0.96%
7,373
25
$1.35M 0.93%
+44,405
1
2 3 4 5