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
$155M
AUM Growth
+$25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.38M
3
+$1.23M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.05M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.05M

Top Sells

1
+$927K
2
+$705K
3
+$507K
4
MCHI icon
iShares MSCI China ETF
MCHI
+$420K
5
HYEM icon
VanEck Emerging Markets High Yield Bond ETF
HYEM
+$307K

Sector Composition

1 Technology 9.02%
2 Healthcare 5.28%
3 Consumer Discretionary 4.59%
4 Industrials 2.66%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.38M 4.77%
235,482
+33,619
2
$5.69M 3.68%
53,707
-1,366
3
$5.34M 3.45%
48,195
+12,488
4
$4.78M 3.09%
142,044
-15,076
5
$4.64M 3%
79,084
6
$4.53M 2.93%
124,187
+14,911
7
$4.24M 2.74%
46,456
8
$4.13M 2.67%
116,095
+7,655
9
$4.02M 2.59%
149,881
+586
10
$3.84M 2.48%
172,421
-13,783
11
$3.52M 2.28%
11,374
+797
12
$3.44M 2.22%
21,943
-455
13
$3.35M 2.17%
53,576
+1,955
14
$3.17M 2.05%
40,100
15
$3.02M 1.95%
54,838
+5,666
16
$2.79M 1.8%
42,625
-6,417
17
$2.74M 1.77%
27,397
18
$2.69M 1.74%
57,900
19
$2.43M 1.57%
11,933
20
$2.39M 1.55%
52,158
-73
21
$2.26M 1.46%
52,857
-385
22
$2.22M 1.43%
72,148
+10,397
23
$2.15M 1.39%
122,360
+1,223
24
$2.02M 1.3%
29,166
+2,105
25
$1.82M 1.18%
4,490
1
2 3 4 5