SPL

Smart Portfolios LLC Portfolio holdings

AUM $104M
1-Year Est. Return 16.43%
This Quarter Est. Return
1 Year Est. Return
+16.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$117M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$7.62M
3
+$7.6M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$7.53M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.36M

Top Sells

1
+$11.9M
2
+$7.2M
3
+$6.32M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$6.23M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.27M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-471,922
27
– –
-38,672
28
– –
-151,973
1
2