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
926
$81.3K 0.01%
2,845
+1,466
927
$81.1K 0.01%
2,489
+33
928
$80.9K 0.01%
4,376
929
$80.9K 0.01%
1,150
-204
930
$80.6K 0.01%
1,004
-224
931
$80.6K 0.01%
2,211
+2,135
932
$80.6K 0.01%
1,172
+117
933
$80.4K 0.01%
1,498
+138
934
$80.3K 0.01%
1,193
+990
935
$80K 0.01%
2,149
+88
936
$79.8K 0.01%
1,041
+1,015
937
$79.6K 0.01%
278
-9
938
$79.5K 0.01%
4,305
-84
939
$79.4K 0.01%
2,481
+101
940
$79.4K 0.01%
520
+16
941
$79.2K 0.01%
2,690
+1,310
942
$78.7K 0.01%
3,265
+748
943
$78.6K 0.01%
785
+321
944
$78.6K 0.01%
582
-596
945
$78.5K 0.01%
1,252
-58
946
$78.4K 0.01%
656
+426
947
$78.2K 0.01%
901
+92
948
$78.2K 0.01%
387
+22
949
$78.1K 0.01%
627
+109
950
$77.9K 0.01%
658
+39
36 37
38
39 40