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
$193M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.14M
3
+$957K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$634K
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$609K

Top Sells

1
+$2.04M
2
+$351K
3
+$333K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$255K
5
BBJP icon
JPMorgan BetaBuilders Japan ETF
BBJP
+$56.6K

Sector Composition

1 Technology 8.57%
2 Healthcare 4.42%
3 Consumer Discretionary 4.29%
4 Industrials 2.16%
5 Consumer Staples 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.9M 4.61%
193,665
+13,795
2
$8.21M 4.25%
186,359
+21,704
3
$8.05M 4.17%
256,286
+19,404
4
$6.14M 3.18%
46,295
-161
5
$5.33M 2.76%
77,101
+7,670
6
$5.13M 2.66%
63,323
+656
7
$5.12M 2.65%
169,431
+4,123
8
$4.93M 2.55%
13,142
+179
9
$4.67M 2.42%
195,248
+6,715
10
$4.59M 2.38%
60,600
+81
11
$4.13M 2.14%
52,244
-144
12
$4.12M 2.13%
40,100
13
$3.97M 2.06%
70,871
-1,010
14
$3.97M 2.05%
20,374
+190
15
$3.47M 1.79%
158,246
+2,321
16
$3.38M 1.75%
57,900
17
$3.34M 1.73%
59,367
+6,087
18
$3.27M 1.69%
81,605
+9,027
19
$3.17M 1.64%
24,867
+4,280
20
$3.09M 1.6%
60,343
+6,852
21
$2.95M 1.53%
43,747
22
$2.89M 1.5%
86,804
+5,443
23
$2.8M 1.45%
55,185
+22,465
24
$2.79M 1.44%
94,607
25
$2.74M 1.42%
23,850
-17,804
1
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