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
851
$95.8K 0.01%
4,828
-1,932
852
$95.7K 0.01%
3,040
+476
853
$95.5K 0.01%
854
-7
854
$95.3K 0.01%
780
+196
855
$95K 0.01%
5,892
+5,781
856
$95K 0.01%
189
+59
857
$94.6K 0.01%
1,397
+109
858
$94.6K 0.01%
255
-66
859
$94.3K 0.01%
834
+29
860
$93.9K 0.01%
421
+16
861
$93.6K 0.01%
51
+1
862
$93.4K 0.01%
20,171
+6,974
863
$93.3K 0.01%
543
-56
864
$92.9K 0.01%
1,134
-55
865
$92.7K 0.01%
2,323
+50
866
$92.3K 0.01%
641
-16
867
$92K 0.01%
748
-63
868
$91.9K 0.01%
1,004
-156
869
$91.4K 0.01%
2,347
+1,110
870
$91.2K 0.01%
1,787
+565
871
$90.9K 0.01%
1,085
-179
872
$90.5K 0.01%
1,470
-23
873
$90.3K 0.01%
8,725
+2,949
874
$89.8K 0.01%
2,297
+572
875
$89.8K 0.01%
865
-21
33 34
35
36 37