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SAM

Smartleaf Asset Management Portfolio holdings

AUM $2.77B
1-Year Est. Return 22.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.1%
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
+$5.7M
2
+$5.53M
3
+$5.45M
4
WTV icon
WisdomTree US Value Fund
WTV
+$3.92M
5
BND icon
Vanguard Total Bond Market
BND
+$3.12M

Top Sells

1
+$4.67M
2
+$3.7M
3
+$1.45M
4
QUS icon
State Street SPDR MSCI USA StrategicFactors ETF
QUS
+$1.07M
5
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$1.05M

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
2851
$49 ﹤0.01%
2
2852
$47 ﹤0.01%
2
-56
2853
$33 ﹤0.01%
1
-4,202
2854
$29 ﹤0.01%
+35
2855
$28 ﹤0.01%
18
-81
2856
$23 ﹤0.01%
1
2857
$22 ﹤0.01%
5
2858
$11 ﹤0.01%
1
-141
2859
$11 ﹤0.01%
1
-175
2860
$1 ﹤0.01%
1
2861
– –
-51
2862
– –
-863
2863
– –
-215
2864
– –
-1
2865
– –
-27
2866
– –
-458
2867
– –
-83
2868
– –
-173
2869
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-58
2870
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-3
2871
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-4
2872
– –
-590
2873
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-24
2874
– –
-902
2875
– –
-12
113 114
115
116 117