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
$203M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$701K
3
+$511K
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$389K
5
MCHI icon
iShares MSCI China ETF
MCHI
+$349K

Top Sells

1
+$626K
2
+$546K
3
+$503K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$305K
5
ORCL icon
Oracle
ORCL
+$175K

Sector Composition

1 Technology 7.55%
2 Healthcare 4.16%
3 Consumer Discretionary 4.07%
4 Industrials 2.21%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.54M 4.69%
183,185
-10,480
2
$8.63M 4.24%
185,845
-514
3
$8.12M 3.99%
259,203
+2,917
4
$5.58M 2.74%
77,427
+326
5
$5.55M 2.73%
45,431
-864
6
$5.52M 2.71%
67,594
+4,271
7
$5.3M 2.61%
13,332
+190
8
$5.18M 2.55%
65,523
+4,923
9
$5.03M 2.47%
175,654
+6,223
10
$4.77M 2.35%
201,958
+6,710
11
$4.32M 2.12%
75,858
+4,987
12
$4.18M 2.05%
20,211
-163
13
$4.15M 2.04%
46,600
-5,644
14
$4.09M 2.01%
40,100
15
$4.07M 2%
80,224
+25,039
16
$3.85M 1.89%
162,870
+4,624
17
$3.85M 1.89%
27,173
+2,306
18
$3.68M 1.81%
68,948
+9,581
19
$3.48M 1.71%
57,900
20
$3.48M 1.71%
64,391
+4,048
21
$3.43M 1.68%
88,736
+7,131
22
$3.22M 1.58%
94,607
23
$3.01M 1.48%
32,441
+1,934
24
$2.99M 1.47%
43,747
25
$2.77M 1.36%
90,355
+3,551
1
2 3 4 5