SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.04B
AUM Growth
+$55.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,051
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$5.6M
3
+$5.48M
4
WTV icon
WisdomTree US Value Fund
WTV
+$3.76M
5
BND icon
Vanguard Total Bond Market
BND
+$3.15M

Top Sells

1
+$4.7M
2
+$3.62M
3
+$1.32M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.04M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.04M

Sector Composition

1 Technology 16.57%
2 Financials 9.55%
3 Healthcare 7.06%
4 Consumer Discretionary 5.92%
5 Industrials 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$1.98K ﹤0.01%
207
-74
2477
$1.95K ﹤0.01%
46
2478
$1.94K ﹤0.01%
28
2479
$1.93K ﹤0.01%
186
2480
$1.93K ﹤0.01%
424
-47
2481
$1.91K ﹤0.01%
+97
2482
$1.91K ﹤0.01%
19
-3
2483
$1.9K ﹤0.01%
131
+38
2484
$1.9K ﹤0.01%
73
2485
$1.89K ﹤0.01%
228
-651
2486
$1.89K ﹤0.01%
72
2487
$1.85K ﹤0.01%
243
2488
$1.84K ﹤0.01%
+94
2489
$1.83K ﹤0.01%
617
2490
$1.82K ﹤0.01%
+67
2491
$1.82K ﹤0.01%
42
+15
2492
$1.82K ﹤0.01%
166
2493
$1.81K ﹤0.01%
37
-52
2494
$1.81K ﹤0.01%
1,348
-1,946
2495
$1.8K ﹤0.01%
18
2496
$1.8K ﹤0.01%
277
2497
$1.79K ﹤0.01%
87
2498
$1.79K ﹤0.01%
27
-169
2499
$1.76K ﹤0.01%
+86
2500
$1.73K ﹤0.01%
46
98 99
100
101 102