SAM

Smartleaf Asset Management Portfolio holdings

AUM $1.62B
1-Year Est. Return 19.79%
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
826
$102K 0.01%
799
-102
827
$101K 0.01%
463
-38
828
$101K 0.01%
530
+1
829
$101K 0.01%
3,357
+487
830
$100K 0.01%
+621
831
$99.9K 0.01%
5,854
-1,679
832
$99.9K 0.01%
772
+12
833
$99.1K 0.01%
324
+7
834
$99.1K 0.01%
5,963
-1,786
835
$99.1K 0.01%
3,717
-454
836
$99K 0.01%
677
-288
837
$99K 0.01%
622
-144
838
$98.5K 0.01%
470
+1
839
$98.5K 0.01%
769
-107
840
$98.1K 0.01%
1,290
+563
841
$98K 0.01%
1,031
-186
842
$97.1K 0.01%
1,879
+172
843
$96.8K 0.01%
750
844
$96.8K 0.01%
767
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845
$96.5K 0.01%
1,519
+10
846
$96.3K 0.01%
1,168
+63
847
$96.3K 0.01%
2,926
+136
848
$96.3K 0.01%
2,416
+511
849
$96.3K 0.01%
47
+6
850
$95.9K 0.01%
617
+52
32 33
34
35 36