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
$232M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
244
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$958K
3
+$751K
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$669K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$523K

Top Sells

1
+$1.44M
2
+$1.11M
3
+$519K
4
INDA icon
iShares MSCI India ETF
INDA
+$390K
5
MSFT icon
Microsoft
MSFT
+$319K

Sector Composition

1 Technology 8.44%
2 Healthcare 4.16%
3 Consumer Discretionary 3.82%
4 Industrials 2.05%
5 Financials 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 4.79%
196,715
+9,230
2
$10.5M 4.51%
338,118
+21,597
3
$8.81M 3.79%
179,784
-4,849
4
$8.19M 3.52%
46,117
+1,000
5
$6.98M 3%
14,635
+2,009
6
$6.43M 2.77%
67,568
+5,038
7
$5.83M 2.51%
78,127
+870
8
$5.7M 2.45%
205,108
+18,651
9
$5.2M 2.24%
231,800
+22,641
10
$5.13M 2.21%
21,268
-43
11
$5.02M 2.16%
92,736
+4,871
12
$4.97M 2.14%
43,114
+3,014
13
$4.55M 1.96%
82,532
+4,192
14
$4.53M 1.95%
50,430
+2,584
15
$4.42M 1.9%
27,130
+1,150
16
$4.26M 1.83%
108,999
+11,687
17
$4.24M 1.82%
57,900
18
$4.12M 1.77%
143,415
+6,644
19
$3.96M 1.7%
78,390
-28,588
20
$3.77M 1.62%
60,110
-17,665
21
$3.69M 1.59%
94,607
22
$3.68M 1.58%
63,238
+2,875
23
$3.35M 1.44%
43,390
24
$3.1M 1.34%
108,566
+14,431
25
$3.04M 1.31%
28,785
+3,175
1
2 3 4 5