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
876
$89.4K 0.01%
3,060
+626
877
$89.3K 0.01%
3,683
+397
878
$89.3K 0.01%
4,644
-92
879
$89K 0.01%
824
+92
880
$88.9K 0.01%
3,198
-562
881
$88.9K 0.01%
6,127
-42
882
$88K 0.01%
6,218
-683
883
$87.9K 0.01%
752
+15
884
$87.9K 0.01%
485
-282
885
$87.8K 0.01%
868
-62
886
$86.6K 0.01%
726
+4
887
$86.5K 0.01%
730
-51
888
$86.4K 0.01%
913
+271
889
$86K 0.01%
1,696
-365
890
$85.9K 0.01%
6,506
+4,552
891
$85.8K 0.01%
756
+89
892
$85.7K 0.01%
751
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893
$85.6K 0.01%
838
-118
894
$85.5K 0.01%
3,521
-459
895
$85.5K 0.01%
1,137
-242
896
$85.4K 0.01%
837
-263
897
$85.2K 0.01%
1,025
-47
898
$85.2K 0.01%
1,410
+73
899
$85.1K 0.01%
697
+149
900
$84.8K 0.01%
1,109
-283
34 35
36
37 38