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
$218M
AUM Growth
-$283K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$513K
3
+$442K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$438K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$370K

Top Sells

1
+$790K
2
+$194K
3
+$179K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$59.4K

Sector Composition

1 Technology 8%
2 Healthcare 4.03%
3 Consumer Discretionary 3.91%
4 Financials 2.03%
5 Industrials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.89M 4.55%
316,521
+14,156
2
$9.86M 4.53%
187,485
+280
3
$8.88M 4.08%
184,633
-428
4
$6.38M 2.93%
45,117
-164
5
$5.74M 2.64%
77,257
+134
6
$5.44M 2.5%
12,626
-416
7
$5.43M 2.49%
106,978
+20,747
8
$5.38M 2.47%
62,530
-2,258
9
$5.25M 2.41%
77,775
+4,848
10
$5.25M 2.41%
186,457
+3,474
11
$4.85M 2.23%
209,159
+143
12
$4.78M 2.2%
87,865
+6,387
13
$4.73M 2.17%
21,311
+1,254
14
$4.6M 2.12%
78,340
+62
15
$4.49M 2.07%
40,100
16
$4.23M 1.94%
47,846
-151
17
$4M 1.84%
136,771
-27,003
18
$3.9M 1.79%
57,900
19
$3.89M 1.79%
25,980
+14
20
$3.71M 1.7%
97,312
+5,346
21
$3.55M 1.63%
94,607
22
$3.38M 1.56%
60,363
-9
23
$2.99M 1.37%
43,390
24
$2.83M 1.3%
33,273
+28
25
$2.82M 1.3%
94,135
+161
1
2 3 4 5