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
901
$84.7K 0.01%
455
902
$84.7K 0.01%
2,884
-101
903
$84.5K 0.01%
1,656
+1,521
904
$84.5K 0.01%
1,641
+159
905
$84.3K 0.01%
315
-7
906
$84K 0.01%
3,756
-4,780
907
$83.8K 0.01%
872
+87
908
$83.7K 0.01%
1,293
-52
909
$83.6K 0.01%
861
-63
910
$83.6K 0.01%
599
+32
911
$83.3K 0.01%
652
-125
912
$83.2K 0.01%
1,653
+30
913
$83.1K 0.01%
9,321
+2,063
914
$82.9K 0.01%
1,300
-260
915
$82.7K 0.01%
737
-83
916
$82.5K 0.01%
1,362
-338
917
$82.5K 0.01%
906
-126
918
$82.2K 0.01%
379
-16
919
$82.2K 0.01%
2,608
920
$82.1K 0.01%
1,822
+1,702
921
$82.1K 0.01%
3,265
+407
922
$81.9K 0.01%
479
-18
923
$81.9K 0.01%
1,642
+117
924
$81.7K 0.01%
734
+23
925
$81.4K 0.01%
1,106
-17
35 36
37
38 39