SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.13B
1-Year Est. Return 18.27%
This Quarter Est. Return
1 Year Est. Return
+18.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$517M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,890
New
Increased
Reduced
Closed

Top Buys

1
+$5.88M
2
+$5.63M
3
+$4.99M
4
MSFT icon
Microsoft
MSFT
+$4.61M
5
VT icon
Vanguard Total World Stock ETF
VT
+$4.56M

Top Sells

1
+$3.32M
2
+$3.26M
3
+$2.15M
4
HYZD icon
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
+$1.32M
5
QSIG
WisdomTree U.S. Short Term Corporate Bond Fund
QSIG
+$1.19M

Sector Composition

1 Technology 13.32%
2 Financials 6.95%
3 Healthcare 6.33%
4 Consumer Discretionary 5.09%
5 Industrials 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$87.4K 0.02%
+3,367
552
$87.2K 0.02%
3,136
+249
553
$86.5K 0.02%
+1,144
554
$86.5K 0.02%
641
-135
555
$86.2K 0.02%
+552
556
$85.7K 0.02%
1,001
+585
557
$85.5K 0.02%
375
+9
558
$85.1K 0.02%
+4,376
559
$84.9K 0.02%
577
+389
560
$84.9K 0.02%
371
+268
561
$84.8K 0.02%
315
-5
562
$84.7K 0.02%
1,151
+935
563
$83.9K 0.02%
4,196
-75
564
$83.9K 0.02%
962
+17
565
$82.8K 0.02%
271
+25
566
$82.4K 0.02%
1,771
-59
567
$82.1K 0.02%
2,169
568
$81.9K 0.02%
8,698
+8,616
569
$81.8K 0.02%
1,438
570
$81.7K 0.02%
3,328
+1,928
571
$81.5K 0.02%
2,807
+807
572
$80.5K 0.02%
576
+492
573
$80.5K 0.02%
640
+389
574
$80K 0.02%
4,129
575
$79.8K 0.02%
2,308
+8
21 22
23
24 25