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
951
$77.9K 0.01%
585
+114
952
$77.6K 0.01%
2,348
-964
953
$77.5K 0.01%
840
+47
954
$77.2K 0.01%
2,352
-26
955
$77.1K 0.01%
150
-11
956
$77K 0.01%
4,909
-891
957
$76.4K 0.01%
916
+29
958
$76.2K 0.01%
16,664
+3,430
959
$76.1K 0.01%
5,205
+4,442
960
$76K 0.01%
2,638
-127
961
$75.9K 0.01%
1,514
-129
962
$75.8K 0.01%
1,028
+37
963
$75.8K 0.01%
620
+89
964
$75.8K 0.01%
771
-6
965
$75.7K 0.01%
724
+116
966
$75.6K 0.01%
3,935
+135
967
$75.3K 0.01%
239
+1
968
$75.1K 0.01%
2,128
+450
969
$75K 0.01%
2,074
-27
970
$74.9K 0.01%
5,583
-118
971
$74.8K 0.01%
843
-20
972
$74.8K 0.01%
2,983
-1,559
973
$74.3K 0.01%
622
+47
974
$74.3K 0.01%
4,652
+608
975
$73.6K 0.01%
1,576
+85
37 38
39
40 41