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
$272M
AUM Growth
+$944K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$3.9M
3
+$2.39M
4
VSLU icon
Applied Finance Valuation Large Cap ETF
VSLU
+$2.33M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.28M

Top Sells

1
+$3.73M
2
+$3.39M
3
+$2.36M
4
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$1.79M
5
INDA icon
iShares MSCI India ETF
INDA
+$1.7M

Sector Composition

1 Technology 7.28%
2 Healthcare 3.54%
3 Consumer Discretionary 2.82%
4 Financials 2.1%
5 Industrials 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 7.78%
38,715
-115
2
$20.7M 7.62%
193,996
-16,726
3
$16.9M 6.23%
289,534
+21,836
4
$11.5M 4.24%
126,720
+1,569
5
$11.5M 4.24%
249,047
+3,415
6
$11.5M 4.24%
248,756
+3,285
7
$11.5M 4.21%
214,001
+72,912
8
$9.5M 3.49%
201,603
-71,953
9
$7.88M 2.89%
37,403
-3,457
10
$6.53M 2.4%
133,815
+48,890
11
$6.48M 2.38%
66,752
+7,802
12
$6.18M 2.27%
192,907
+1,192
13
$5.89M 2.17%
247,803
+6,766
14
$5.7M 2.1%
+93,349
15
$5.67M 2.08%
21,194
-12
16
$5.04M 1.85%
53,400
17
$4.7M 1.73%
64,757
-286
18
$4.5M 1.65%
27,414
+6,778
19
$4.1M 1.51%
37,139
20
$3.89M 1.43%
94,607
21
$3.4M 1.25%
4,324
22
$3.29M 1.21%
7,357
-49
23
$3.18M 1.17%
55,912
+860
24
$2.87M 1.05%
129,053
+1,832
25
$2.61M 0.96%
17,944
1
2 3 4 5