SAM
Smartleaf Asset Management Portfolio holdings
AUM
$1.13B
1-Year Est. Return
18.27%
1 Year Est. Return
+18.27%
AUM
$1.04B
AUM Growth
+$55.5M
(+5.7%)
Holding
3,051
Top Buys
| 1 | +$5.67M | |
| 2 | +$5.6M | |
| 3 | +$5.48M | |
| 4 |
WisdomTree US Value Fund
WTV
|
+$3.76M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.15M |
Top Sells
| 1 | +$4.7M | |
| 2 | +$3.62M | |
| 3 | +$1.32M | |
| 4 |
State Street SPDR MSCI USA StrategicFactors ETF
QUS
|
+$1.04M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
3051
UFP Technologies
UFPT
$1.49B
| – | – |
-4
|
|